We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment (IW&I) seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Who are we looking for?

We are looking for an experienced Paraplanner to join our existing team of Planners, Paraplanners and Wealth Administrators to deliver an outstanding client experience.
The role involves providing technical research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently. The individual will be able to utilise their experience and thorough understanding of the advice process and suitability letter requirements, ensuring these are reflected in the work of the team.

What are the key Responsibilities?

The individual must have excellent people skills, together with the ability to develop good working relationships and co-ordinate across both operational departments and client facing departments.  

We are looking for someone who can work closely with the Planners and provide support by answering technical queries on areas such as tax, legislation and any products the clients may have or may need to help them meet their financial goals. The individual must also be conversant with preparing Voyant cash flow forecasts, which we use to demonstrate the client's income and outgoings and how these impacts on their plans.

In addition, it is anticipated that the individual will support the Paraplanners and Wealth Administrators by coaching, influencing, motivating, and promoting a team ethic.

What people development experience is required?

• Strong demonstration and belief in the company's BID objectives
• Mentoring, training, and development of team members
• The fostering of a good working culture which is inclusive and encourages personal development.

What personal attributes will you hold?

• A team building, motivational character
• Pragmatic thinker
• A positive, can-do attitude
• Creative, collaborative, co-operative
• Motivated self-starter, pro-active and energetic
• Confident, clear communicator

What core skills are required?

• Relevant experience in the financial services industry
• Attained or working towards CII Level 6 Chartered status.
• Must have previous experience within an IFA or Wealth Management company, together with intimate knowledge of paraplanning and client support processes and understanding of risk.
• A good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry.
• A good working knowledge of in-house systems e.g., Xplan, Fiscal, Pulse, Workflow etc is desirable but not essential.
• Ability to manage and delegate tasks quickly and work with limited supervision to tight deadlines. The ability to collaborate with others bringing people together to deliver good, client focused outcomes.
• Excellent attention to detail. Enthusiasm and self-motivation
• Good time management skills. Willingness to learn and develop communication skills.

As part of our collaborative and agile culture, our working week is 3 days in the office and 2 days remote.

Investec Wealth and Investment offers a range of benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer:

Wellbeing

Wellbeing subsidy, gym membership, virtual GP, Peppy Health App (Fertility, Menopause & Early parenthood), optional private medical & dental insurance.

Remuneration

10% contributory pension scheme & discretionary bonus.

Life & Income Protection

Life Assurance, Critical Illness & Income protection.

Travel

Season Ticket Loan & Electric Vehicle scheme.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!