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Wealth Executive

  • Salary: £35000 - £40000 per annum + Benefits package
  • Location: West End, London
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    14 Sep 2018
  • Job reference: 31585

We have an exciting opportunity for an experienced Paraplanner to work with an award-winning, leading wealth management firm in London.


My client is looking for a Wealth Executive based in their West End office to provide an effective link between the Financial Planning Managers and administration team. You should therefore have the ability to facilitate the smooth processing of new and existing business as well as produce new business reports and reviews.


  • Broad understanding of core financial planning solutions and building knowledge through exposure to client planning scenarios
  • Analyse client's aims and needs to construct solutions as a tool for Advisors to communicate to clients
  • Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisors under direct supervision of more Senior Paraplanners and Advisors
  • In this role, you will be aware of the office business plans and understand how your role supports the office/team in achieving its goals
  • You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team
  • Support colleagues with client interaction and by developing an awareness of client management and advice processes
  • Support preparation of client review and new client meetings
  • Support client delivery under the guidance of Financial Advisors/Planners

To be successful you will need

  • Has attained CII Level 4 Diploma in Regulated Financial Planning or equivalent
  • Experience in a similar role and environment
  • Accuracy, numeracy, attention to detail
  • Ability to work on own initiative to achieve required results
  • Collaborative and inclusive approach to work

If successful, you will benefit from

  • Competitive salary, company benefits and employee rewards package
  • Clear career development opportunities and progression pathways
  • Flexible work environment

This is an exciting opportunity to develop your career by working with very well recognised and leading name within the industry, who are looking for experience individuals that can be flexible and reliable and provide effective links within the team. If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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