Equity Linked Associate
JJ SEARCH LIMITED
Paraplanner , Diploma Qualified , Wealth Management , Financial Planning
JJ SEARCH LIMITED • United Kingdom • via LinkedIn
3 days ago
£40K–£60K a year
Full–time
No Degree Mentioned
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Job description
The Company:
A highly regarded boutique Investment Management
The Role:
The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.
The Paraplanner will prepare and implement recommendations and prepare balance sheets for the client portfolios.
The Paraplanner will create and maintain new and existing client files, CGT calculations plus various client reporting requirements.
The Paraplanner will monitor client accounts entrusting that they are not violating guidelines and update and change accordingly.
The Paraplanner will have face to face exposure with clients and will prepare the client meeting summary plan documents and recommendations, obtaining information to create cash flow plans and follow up on return documentation.
The Paraplanner will gather relevant review documents and review reports required for the meetings.
The Paraplanner will run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved.
The Paraplanner will work with platform and service providers as required.
The Candidate
Minimum of 2 years’ experience in a similar Paraplanner or Wealth Planning Support role within Wealth Management.
FINANCIAL PLANNING DIPLOMA - qualified
A good hard-working attitude with an ability to learn quickly - Essential
Strong knowledge of MS Office Suite.
CRM experience - advantageous.
Strong written and verbal communication skills, decision-making abilities and attention to detail
Ability to interact with staff at all levels in a fast-paced environment, sometimes under pressure.
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Deutsche Bank
Equity Linked Associate
Deutsche Bank • London, United Kingdom • via Glassdoor
24 days ago
Full–time
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Job description
Equity Linked Associate
Job ID: R0397717
Listed: 2025-07-09
Regular/Temporary: Regular
Location: London
Position Overview
Job Title Equity Linked Associate
Location London
Corporate Title Associate
Origination & Advisory (O&A) at Deutsche Bank combines Investment Banking Coverage and Advisory along with Capital Markets to deliver the most appropriate products to both the C-Suite and Treasurer. Clients include major corporates, financial institutions, financial sponsors, governments and sovereigns around the world.
In this role, you will assist in origination and execution of Equity-Linked transactions across a wide range of sectors including Technology, Media & Telecoms, Natural Resources, Industrials, Consumer & Healthcare, Real Estate, Gaming & Leisure, and geographies including the United Kingdom, Continental Europe, Middle East and Africa.
You will also have the opportunity to work on Strategic Equity Transactions that encompass corporate equity derivatives, margin loans and stake-building transactions as well as building out the Equity Capital Solutions business.
What we’ll offer you
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its centre.
You can expect:
• Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a model that enables eligible employees to work remotely for a part of their working time and reach a working pattern that works for them
• Competitive salary and non-contributory pension
• 30 days’ holiday plus bank holidays, with the option to purchase additional days
• Life Assurance and Private Healthcare for you and your family
• A range of flexible benefits including Retail Discounts, a Bike4Work scheme and Gym benefits
• The opportunity to support a wide ranging CSR programme + 2 days’ volunteering leave per year
Your key responsibilities
• Dealing with all aspects of transaction preparation, structuring, modelling/pricing, due diligence, documentation and management of legal and accounting issues
• Assisting senior team members with origination of new business, including identification of target opportunities
• Preparation of presentations for clients, investors, and the broader investment community, being responsible for responding to client specific requests
• Involvement in all aspects of transaction preparation, structuring, due diligence, documentation, and legal and accounting issues, liaising with infrastructure teams such as legal, compliance and risk management
• Frequent interaction with areas of Deutsche Bank including ECM Syndicate, Strategic Equity Transaction Group (SETG), and Investment Banking Coverage in the origination of new business
• Communicating with clients, advisers and senior investment bankers, including participation in client meetings and events. Assisting with local product/ sector projects, initiatives, and responsibilities, and work towards revenue requirements determined by the business
Your skills and experience
• Convertible bond deal experience in the broader Europe, Middle East & Africa (EMEA) region
• Good understanding of financial markets and a background in Equity Capital Markets and derivatives
• Experience of financial analysis, modelling and valuations
• Excellent communication and interpersonal skills
• Fluency in multiple languages would be an asset, particularly European languages
• Educated to bachelor’s degree level or equivalent qualification/ relevant work experience
How we’ll support you
• Training and development to help you excel in your career
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
• We value diversity and as an equal opportunities’ employer, we make reasonable adjustments for those with a disability such as the provision of assistive equipment if required (for example, screen readers, assistive hearing devices, adapted keyboards)
About us
Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.
Deutsche Bank in the UK is proud to have been named The Times Top 50 Employers for Gender Equality 2025 for six consecutive years. Additionally, we have been awarded a Gold Award from Stonewall and named in their Top 100 Employers 2024 for our work supporting LGBTQ+ inclusion.
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.