Senior Paraplanner

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The base

The Cazenove Bristol office serves clients across the South West and Wales, offering tailored wealth management and investment services. The team combines local insight with Cazenove’s national expertise, providing personalised support to individuals, families, trusts, and charities throughout the region.

The team

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long-term goals by offering our expertise in investment, wealth planning, lending and family office services.  We draw on the resources of the Schroders group, as well as having our own in-house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

What you’ll do

• Work as part of a team assisting Wealth Planners in managing clients' planning needs and solutions.
• Be an additional point of contact when the Wealth Planners are not available and develop relationships of trust with the clients.
• Attend client meetings with the Wealth Planner, on occasion, to broaden your understanding of the advisory process and to strengthen relationships with clients.
• Take responsibility for the timely drafting of client reason-why letters.
• To assist the Wealth Planners in assessing and researching options and solutions for clients.
• Handle other administrative duties promptly. This would include letters, new client take-on forms, preparation of advisory correspondence / annual reviews and assisting with proposal preparation.
• To react to all client-related enquiries in a timely manner and maintain a record of responses.
• Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information.
• Check that new business and client files are compliant and in line with Cazenove Capital's procedures.
• Work closely with the Wealth Planning support team and delegate administrative work as required.
• Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable and
• Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need

• Good working knowledge of Microsoft Word, Excel and PowerPoint.
• A keen interest in and a good understanding of the Wealth Management and financial planning industries.
• Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base.
• FCA approved Level 4 RDR compliant qualification in financial planning or equivalent

The knowledge, experience and qualifications that will help

• Familiarity with the fund management, professional advisory, IFA or life company industry.
• Minimum 3 ‘A' levels or equivalent.
• Good understanding of Intelliflo Office and The Exchange.

What you’ll be like

• Professional, organised and motivated self-starter.
• Presentable with a client-facing demeanour.
• Strong interpersonal and verbal/written communication skills.
• Excellent analytical ability.
• High level of numeracy.
• Ability to form strong working relationships with colleagues at all levels.
• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.