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  • London
  • fulltime

Who we are:

Nutmeg is Europe’s leading Digital Wealth Manager, but we don’t want to stop there. We’re continuing to build our platform to help us achieve our mission of being the most trusted Digital Wealth Manager in the world.

Since being founded in 2011 we've:

  • Grown to 180+ employees
  • Raised over £100M in funding
  • Launched 4 amazing products including JISA and Lifetime ISA
  • Won multiple awards including Best Online Stocks & Shares ISA Provider for the fifth year in a row!

We hit the 170,000 investor milestone in 2021 and now manage over £4 billion AUM.

*We offer flexible working*

Requirements

Job in a nutshell:

It’s an exciting time in Wealth Services at Nutmeg and as we expand our Advice team we are seeking an experienced, truly client-centric Paraplanner to join our team on a full-time, permanent basis. Your role will be centered around building trusted relationships with our HNW, core and prospective client base. You will be a key part of our team to ensure the advice we deliver is compliant and delivers exceptional outcomes for our clients. You should possess a Diploma in Financial Services to at least Level 4 or be working towards this and you should have experience within the planning and/or paraplanning sectors.

We believe in investing in talent and bringing target-focused individuals with us on our journey, so this is a fantastic opportunity for a dependable applicant who wants to grow their career with us.

What you'll be doing:

  • Conduct in-depth analysis of clients personal and financial circumstances, building cashflow forecasts and supporting advisers to present Financial Plans best suited to individual clients circumstances and their aspirations
  • Draft suitability reports tailored to unique client circumstances, free from jargon and clearly explaining the benefits of our recommendations
  • Appropriately triage clients to help them to navigate if advice is right for them
  • Provide an additional point of contact for clients to build strong relationships
  • Undertake drawdown analysis and be able to discuss with clients whether this is appropriate for their retirement needs, in conjunction with Financial Planners
  • Attend joint meetings with clients along with Financial Planners and be able to explain complex topics in a straightforward, jargon-free way
  • Manage new client referrals to generate long lasting relationships
  • Support outbound campaigns to potential or existing clients and be able to promote the benefits of the range of services offered by Nutmeg
  • Working closely with our Quality & compliance team and ensuring that client files, documents and CRM systems are up to date and service quality is maintained to the highest possible standard
  • To always comply with the regulations and internal procedures and standards, always treating client care as a priority

Your skills:

  • You should possess, or be working towards a Diploma in Financial Services to at least RDR Compliant Level 4 and have experience within technical administration/ paraplanning
  • You will be an excellent communicator with the ability to explain and guide clients clearly and concisely whilst also cultivating strong and lasting client relationships
  • Hold the highest standards of ethics and integrity
  • You will be a self motivated, analytical problem solver who is highly organized with excellent attention to detail and able to manage urgent and competing deadlines on a daily basis, delivering these to the highest standard
  • You should have a passion for building strong and long-lasting relationships with clients
  • You should be someone who thrives in working closely in a team, but can also be trusted to deliver their own tasks
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