Wealth Wizards · 3 weeks ago
Paraplanner
United States
Full-time
Remote
Mid LevelWealth Wizards is a company dedicated to making financial advice affordable and accessible through technology. They are seeking a Paraplanner to support their financial planning team by producing advice for clients, conducting research, and ensuring compliance with established standards.
Financial ServicesWealth Management
No H1B
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
Qualification
Required
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
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
Company
Wealth Wizards
Wealth Wizards is the UK’s first online independent financial adviser and we offer digital regulated financial advice and guidance.
Founded in 2009
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-03-02Acquired
Leadership Team
Ben Hampton
CEO Wealth Wizards 🧙♂️& CEO Responsible Life 🏠
Tony Vail
Co-Founder. Chief Strategy Officer
Recent News
Google Patent
2025-02-17
2025-02-17
Company data provided by crunchbase