Paraplanner & Business Manager
Paraplanner & Business Manager
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Job Description
Paraplanner & Business Manager
Location: London Hybrid working available
Salary: 50000 - 55000 benefits
Were looking for a technically proficient and detail driven Paraplanner who can also help with other areas of our innovative business as we grow.
Alpha Investment Office isnt your typical wealth manager. Were a bold FCA-regulated Multi-Family Office serving High Net Worth clients entrepreneurs and business leaders. Led by Stefano Del Federico we offer much more than financial planning - our service combines wealth advisory discretionary investment management and strategic business consultancy.
This is a fantastic opportunity to take on a role where you can make a real impact and help shape our future. If you thrive in elite advisory environments this could be your next big move!
What youll be doing
Supporting Wealth Advisers youll help deliver high-quality compliant and client-focused financial advice and oversee and manage our operational and investment processes.
- Creating detailed compliant recommendation letters across tax pensions trusts and investments.
- Supporting complex HNW planning including offshore bonds SIPPs SSASs FICs IHT planning and protection.
- Managing business operations including client onboarding asset deployment investment portfolios and compliance documentation.
- Leading annual review and reporting cycles for all client families.
- Engaging directly with clients and third parties including product providers accountants and legal teams.
- Providing Management Information
- Responding to client enquiries
- Undertaking ad-hoc projects
Skills required
- Technical paraplanning expertise ideally 5 years experience and qualified to Level 4 and ideally working towards Chartered Status.
- Have experience in producing recommendation letters for HNW clients
- Confident communication skills and able to translate complex technical issues into client-friendly recommendation letters.
- Knowledgeable in tax-efficient structures trusts IHT pensions investments and family wealth planning.
- Adept with platforms and systems such as WRAP investment modelling tools CRM software and cash flow modelling systems.
- Organised self-motivated and commercially aware able to work both independently and as part of a high-performing team.
Why Join Alpha Investment Office
We are an ambitious disruptor in the wealth management industry. Our leadership team has solid credentials and extensive experience in the HNW industry across both wealth management and strategic business consulting to Small and Medium sized Enterprises (SMEs). There will be amazing opportunities for whoever joins us in this role. By joining us as a Paraplanner & Business Manager you will expand your knowledge and expertise and potentially also work across other areas of our business that will be both challenging and rewarding.
How to apply:
Were partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.
Our process is fair and inclusive. If you need adjustments let us know. Only shortlisted candidates will be contacted.
To improve your chances ensure you meet the criteria have the right to work in the UK and submit a clear tailored CV showcasing your relevant experience.
Employment Type
Full Time
