United Kingdom onlyAt Wealth Wizards, we believe everyone deserves access to high-quality financial guidance and advice. Since 2009, we’ve been using technology to make financial advice affordable, accessible, and understandable.
Our mission goes beyond day-to-day money management, we’re committed to helping people plan for their retirement and secure their financial wellbeing in later life. Now, we’re rethinking how personalised advice is delivered, and we’re looking for a Paraplanner to help us make that vision a reality.
We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.
About the Role
The Role
The purpose of the role is to support the delivery of advice we offer personally through our financial planning team, and the advice we deliver through codified on-line advised customer journeys.
The purpose of the role is to support the delivery of advice we offer personally through our financial planning team, and the advice we deliver through codified on-line advised customer journeys.
You will work with the Personal Advice Team, producing advice for both new enquiries and existing client reviews, carrying out thematic and client specific investment & product research and case checking (referrals /annual reviews /sampling), offering a range of remote advice services commensurate with our independent status.
You will also work more widely with the Wealth Wizards team to support the development of new codified advice journeys and the delivery of existing journeys. You will be the first point of contact where individual on-line cases need further checks by a professional before proceeding to a recommendation.
It's a role where you will get to apply all your existing Paraplanning expertise, while working with the business to develop the advice delivery methods of the future.
As a regulated business all of the advice we give needs to be carefully delivered to agreed compliance and service standards.
Responsibilities
- Analysing data and using research tools to provide solutions to meet client needs and objectives
- Providing records to support research undertaken
- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
- Assisting advisers with the presentation of recommendations
- Carrying out all tasks in a manner consistent with compliance procedures and ensuring all client files are compliant on an ongoing basis
- Preparation of existing client files ready for reviews of advice
- Carrying out administrative duties as required for the fulfilment of the role and delivery of the advice
- Ensure high standards of advice including record keeping, management reporting, compliance and customer satisfaction, and ensure any associated business risks are understood and managed.
- Assisting advisers with referrals from the automated advice platform
- Assisting with the continuous improvement process for advice by developing new and revised advice policies and obtaining sign off from Compliance and Investment Committee
- Assisting with the establishment and development of key relationships within the group and with our key business partners.
- Assisting with firm wide centralised investment process and proposition.
- Assisting with product and fund research required for inclusion in advice strategies.
About You
What we're looking for
- Appropriate Financial Services qualifications (IMC, CII, IFS, CFA etc), ideally already achieved or working towards Chartered status
- Strong market knowledge and interest in best practice advice
- Excellent organisational and prioritising skills, with the ability to stay focused under pressure.
- Good verbal and written communication skills
- Highly numerate and analytical
- Excellent attention to detail
- Ability to meet deadlines
- Awareness of commercial and strategic business imperatives
We’re committed to building a diverse, inclusive team and welcome applicants from every background. If you’re passionate about reimagining how personalised advice is delivered and empowering people to plan for their retirement and long-term financial security, we encourage you to apply - even if your experience doesn’t match every requirement.
We value curiosity, drive, and a desire to make a difference. Join us in our mission to transform financial wellbeing for everyone.
Our Benefits
- Flexible working
- We prioritise a sustainable work/life balance
- We have a collaborative learning culture that promotes psychological safety
- 25 days annual leave plus every bank holiday
- Company pension (up to 10% employer contribution)
- Company performance based Bonus scheme
- Paid day off to celebrate your birthday
- Additional holiday purchase (up to 5 days per year)
- Additional holidays for length of service (up to 3 days)
- Private medical insurance
- Dental and health cash plans
- Enhanced parental leave and pay
- Discounts on gym membership and health screening
- Employee assistance programme
- Life assurance of 4x basic salary
- £500 pension advice per year
- 6 paid days per year for self development
- £500 individual training budget per year
- Professional memberships funded
- Salary sacrifice car scheme
- Cycle, Home & Tech scheme
Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role.
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