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.

Role Title: Paraplanner

What is the Purpose of the Role?

An excellent opportunity for an experienced Paraplanner to join the Manchester office supporting the Manchester Financial Planning Team.

The Manchester office continues to target strong growth driven by our advice-focused approach. Working together as a team, we pride ourselves on delivering demonstrable, measurable value for our clients.  

We are looking for someone who is excited about the prospect of joining a growing part of our business, and who is passionate about a Paraplanning career, to support the Financial Planning Team with report writing, client servicing and compliance requirements.

What are the Main responsibilities of the role?

• To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards.
• Conduct necessary product research and Liaise with the Planner, Financial Planning Admin and product providers to prepare documentation and illustrations for meetings and reports.
• To facilitate the smooth processing of new and existing business and to provide close effective technical and administrative support for the Financial Planning team.
• To assist with monitoring the performance and work throughput of local administrators, ensuring standards are maintained and deadlines are met.
• To build and maintain two–way business relationships with Investment Managers and Discretionary Fund Management teams, and help maintain relationships with existing clients.
• Ensure compliance standards and organisational requirements are always met throughout the FP Department and assist with the monitoring of standards.
• Liaise with other Investec teams with FP interdependencies, i.e. FP Admin and SIPP Admin.
• Manage clients' expectations and communicate progress to both them and Investment Managers by acting as the point of contact for new and existing clients/ introducers.
• Maintain a detailed knowledge in all aspects of Financial Planning by keeping CPD records.
  Liaise with other Paraplanners at Regional Offices.

What are the key requirements for the role?

•  Must have the CII Level 4 Diploma in Financial Planning or equivalent. Any progression towards Chartered qualification would be advantageous. Previous experience within an IFA or Wealth Management company.
• Knowledge of Pension rules and Pension Transfers, along with knowledge and/or experience of Defined Benefit Pension Transfers would be beneficial.
• Estate Planning knowledge, with a good working knowledge of IHT rules and calculations, and knowledge of Business Relief products such as AIM and asset-backed plans.
• Proven ability to develop and maintain long-term trusted working relationships with Financial Planners and other colleagues at all levels.
• Able to constructively challenge and drive outcomes.
  Excellent written and verbal communication skills.
• Excellent time management and ability to manage competing priorities and a demanding workload.
• Excellent working knowledge of Microsoft Office (Word, Excel, Outlook).
  Experience in using XPLAN would be highly beneficial.
  
  

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!