Paraplanner required to join a dynamic and forward-thinking City-based Wealth and Investment Management Firm.
Working in a close-knit Investments Team, the purpose of the Paraplanner is to provide essential technical and administrative support to financial advisers, helping to create accurate, compliant, and effective financial plans for clients.
The Paraplanner will handle much of the behind-the-scenes work, allowing advisers to focus on client relationships and strategic advice. Paraplanners conduct in-depth research on financial products, tax implications, investment strategies, and other relevant factors to support the financial adviser's recommendations. They help to prepare detailed financial plans, including cash flow analysis, retirement projections, investment strategies, and protection solutions, ensuring all advice is tailored to the client's specific needs and objectives.
Key Responsibilities:
Research and Analysis Suitability Reports Suitability Report Checking Regulatory Compliance and Risk Management Advisers and Client Support Mentorship and Continuous Learning and Development To be successful within this role you should have:
Experience in assisting financial advisers preparing cash flow models, and drafting personalised financial plans based on client needs. Hands-on experience researching and comparing financial products, analysing investment options, and understanding tax implications to support adviser recommendations. Client Interaction experience Knowledge of Regulatory Requirements Extensive use of financial planning software Qualifications / Technical Knowledge
Level 4 or equivalent – working towards level 6 Good technical knowledge and a deep understanding of financial products and compliance regulations. The team is looking for someone with great technical knowledge (ideally studying towards chartered but not essential) who needs limited direction, so someone experienced enough to hit the ground running on HNW client cases to support advisers with all elements of PP. At present, this is a stand-alone PP role supporting 2 advisers and there are 2 other admin support in the team.
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Research and Analysis Suitability Reports Suitability Report Checking Regulatory Compliance and Risk Management Advisers and Client Support Mentorship and Continuous Learning and Development To be successful within this role you should have:
Experience in assisting financial advisers preparing cash flow models, and drafting personalised financial plans based on client needs. Hands-on experience researching and comparing financial products, analysing investment options, and understanding tax implications to support adviser recommendations. Client Interaction experience Knowledge of Regulatory Requirements Extensive use of financial planning software Qualifications / Technical Knowledge
Level 4 or equivalent – working towards level 6 Good technical knowledge and a deep understanding of financial products and compliance regulations. The team is looking for someone with great technical knowledge (ideally studying towards chartered but not essential) who needs limited direction, so someone experienced enough to hit the ground running on HNW client cases to support advisers with all elements of PP. At present, this is a stand-alone PP role supporting 2 advisers and there are 2 other admin support in the team.
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