Wealth Management Report Writer - Paraplanner — Global Remote Opportunity
Company Overview
My client is a private wealth-management firm with a global presence that delivers tailored investment solutions and advisory services to affluent and high-net-worth clients. The firm emphasises long-term relationships, personalised strategies and a client-focused, innovative approach.
Role Overview
We are seeking an experienced Wealth Management Report Writer / Paraplanner to join the advisory team in a fully remote, global role. You will support financial advisors and wealth managers by preparing detailed financial plans, research and client reporting. This is an excellent role for a technically strong, organised paraplanner comfortable working independently across time zones.
Key Responsibilities
- Research and analyse client financial situations, investment options and market trends.
- Prepare accurate, client-ready financial reports, plans and recommendations.
- Assist in designing and implementing personalised financial strategies.
- Produce suitability reports, model portfolios and supporting documentation for advisors.
- Maintain client file documentation and ensure accurate record-keeping in the CRM.
- Liaise with advisors to clarify requirements and support client meetings.
- Ensure compliance with regulatory and firm standards; keep up-to-date with relevant rules.
- Support ad-hoc projects and client onboarding processes as required.
Required Experience & Skills
- Proven experience as a Wealth Management Report Writer / Paraplanner within financial services or wealth management.
- Strong technical knowledge of financial planning concepts and investment products.
- Proficient with financial planning software and CRM systems.
- Excellent analytical skills, attention to detail and strong written communication.
- Able to work independently, manage competing priorities and meet deadlines.
- Familiarity with global financial regulations and compliance standards.
- Relevant industry qualifications advantageous.
Desirable
- Experience supporting advisors focused on high-net-worth clients.
- Knowledge of model portfolios, tax-efficient planning or alternative investments.
- Additional languages and experience working across multiple jurisdictions.
What We Offer
- Fully remote, global working arrangement offering flexibility and work-life balance.
- Competitive compensation and benefits package.
- Professional development and clear progression opportunities.
- Collaborative team environment with access to advisory and technical resources.
How to Apply
Please send your CV and a brief cover note describing your paraplanning experience and relevant qualifications.
Equal Opportunites Employer