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  • fulltime

Who we are:

Nutmeg is the UK’s largest truly digital wealth manager, offering clarity and transparency to both seasoned and first-time investors as they seek to achieve their financial goals. Launched in September 2012, Nutmeg now manages over £4.5bn on behalf of over 200,000 clients who have sought the powerful combination of an easy-to-use, adaptable investment service and market-leading human advice. Nutmeg is a J.P. Morgan company offering investments and digital wealth management services to consumers, complementing Chase’s digital bank in the UK.

At a time when people are seeking the closer relationship with money that technology can provide, Nutmeg:

  • Has a team of over 240 employees
  • Offers award winning stocks and shares ISA, Junior ISAs and Lifetime ISAs, as well as a personal pensions and general investment accounts
  • Provides financial planning and advice alongside our award winning client services team

*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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