Do you have a passion for financial planning and a genuine desire to add value to our client's financial lives as well as colleagues' working experience?
Tanager Wealth Management is an innovative provider of financial planning and investment solutions. We seek a committed individual to join our growing team, working with clients in their best interests.
Opportunity
We have an exciting opportunity within our paraplanning team, working closely with our clients and UK & US-based financial advisers to ensure positive client outcomes. We seek an individual committed to building a career in wealth management. We are a growing company and can help you achieve a meaningful career through training and exam support.
About the Role
You will be providing support to our financial advisers in delivering high-quality financial planning solutions to our clients. You will have the opportunity to work collaboratively to provide unique solutions on a variety of complex cases and impact our clients' lives positively.
Key Responsibilities
- Attending client meetings with the adviser.
- Comprehensive research and analysis to meet client needs and objectives.
- Preparing suitability reports and suitability letters.
- Developing and maintaining internal relationships to help maintain business flow and meet targets.
- Being able to articulate and present technical data to the client alongside the adviser.
- Cash modelling, which can be complex and requires adaptability to take account of multi-jurisdiction tax and financial planning.
- Write fully compliant, individually tailored, in-depth client suitability reports, wealth plans and financial plans within given timescales.
- Prepare for annual review meetings and write a review summary letter.
- Maintaining accurate up-to-date client records on databases and client files.
- Keep up to date with FCA, SEC and regulatory authorities.
- Maintaining good relationships across the team and between teams.
- Acting as one of the points of contact between clients, advisors and support team.
- Preparing and maintaining digital client files.
- Dealing with client queries.
- Assisting other planner team members where needed.
- Proactively develop product and industry knowledge.
- Ensure all reports meet or exceed expected standards.
- Adhere to process-driven workflows.
Salary & Benefits
- Basic salary: £38,000 to £50,000, dependent on experience.
- 25 days annual leave plus bank holidays.
- Discretionary quarterly and annual bonuses based on individual and company performance.
- Hybrid working - 3 days in the office & 2 days remotely (subject to probationary period).
- Workplace pension - 5% contribution plus 5% employer match.
- Income Protection.
- Gym and swimming pool membership.
- Regular team and companywide socials.
- Reimbursement of study material and exam costs for US & UK licenses and certifications approved for your role.
- Industry body membership.
- Private Medical Insurance with Vitality.
- Perkbox - access to discounts, benefits and perks (subject to probationary period).
- Cycle to work scheme - salary sacrifice bicycle purchase (subject to probationary period).
- Tech scheme - salary sacrifice technology and white goods purchase (subject to probationary period).
- 1 Community Day per year.
Essential
- At least 2 years experience in a paraplanning / technical role.
- Level 4 diploma or close to it.
- Understand the regulatory framework, ethics and principles of the advice process.
- Comfortable undertaking research and analysis.
- Commitment to further personal development through training and professional exams.
- Outstanding written and oral communication with an excellent telephone manner.
- Ability to work on multiple tasks simultaneously and efficiently.
- Ability to interact with wealthy individuals in a confident, professional manner.
- Ability to work closely with third parties and commercial partners to achieve required client outcomes.
- Comfortable working in a team.
- Time management and prioritisation skills.
- Excellent IT skills.
- Attention to detail.
- 'Can-do' attitude.
- Unrestricted rights to work in the UK.
Desirable
- A degree, or degree-level qualification, would be preferred but is not necessary.
- Experience in cash flow modelling would be preferred but is not necessary.
Additional Information
Our role requires easy access to the office because of the training, responsibilities and colleague liaison.
We offer excellent opportunities for career development in a supportive, fun and friendly work environment.
About Us
Tanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA.
We specialise in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.
We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.
We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.
We are an equal opportunities employer.
NO AGENCIES PLEASE
This recruitment campaign is run by Recruitment Rebellion.
Applicants, please do not apply directly to Tanager Wealth Management, as your application may be missed.
Only shortlisted candidates will be contacted.
You are more likely to get a positive response if you follow these tips:
- Check that you meet the criteria for the role.
- Apply with a CV that is clear, concise and correct.
- Tailor your CV to highlight your experience and relevant achievements to the position.
Our application process is designed to be fair, straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.