Paraplanner

As a Paraplanner at WTW, you will collaborate closely with Advisers to support them in developing comprehensive financial plans for individual clients, covering both pension and non-pension assets. Your primary responsibilities will include producing high-quality reports and assisting the administration team as needed.

The Role

• Drafting compliant suitability reports using templates where applicable.
• Preparing client portfolio review analysis.
• Conducting fund and product research.
• Reviewing letters.
• Overseeing the implementation of investments.
• Cash flow modelling.
• Attending client meetings.
• Coordinating with team Administrators to ensure client administration is up to date and providing support as necessary.

The Requirement

• You should be qualified or working towards Diploma Level 4, as a Paraplanner. 
• Strong experience is essential, and you must be able to work efficiently and independently in a small team environment.
• Excellent time management skills, with the ability to meet strict deadlines.
• Ability to work without close supervision.
• Strong core IT skills, with experience in Intelliflo, FE Analytics, Morningstar Adviser Workstation, Voyant, and Microsoft Office.
• Excellent verbal and written communication skills.

Opportunity: This is a fantastic opportunity for a Paraplanner with high standards looking to further develop their career. You will join a close-knit team that works together and supports each other to deliver the advice and guidance that clients expect.  WTW will support you with study and exams.

Benefits: The company offers an attractive Full-Time Equivalent salary based on experience and qualifications, along with a range of benefits associated with a large employer, including a generous employer pension contribution and private medical insurance.

Work Environment: The role is a full-time position based in either our London Lime Street or Reigate office. The company operates a hybrid work pattern, allowing for some homework, although office attendance will be required for client and team meetings. For the right candidate, we are open to considering a part-time role with a minimum of 25 hours per week (pay pro-rata).

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.