We are seeking a detail‑oriented and analytical Paraplanner to support a team of advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.
Key Responsibilities
* Collaborate with financial advisors to prepare detailed financial plans and investment reports.
* Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.
* Create retirement projections, cash flow models, and insurance analyses using financial planning software.
* Conduct product and fund research to support investment recommendations.
* Ensure that all planning recommendations are compliant with regulatory and internal standards.
* Maintain accurate and up-to-date client records in CRM and planning systems.
* Provide general administrative support to advisors as needed.
Qualifications
* Previous experience in a financial planning or wealth management firm.
* Knowledge and experience of wide range of financial services products.
* Confidence in determining the advice journey.
* Strong analytical skills with attention to detail.
* Excellent written and verbal communication skills.
* Ability to prioritise tasks and manage time effectively.
Benefits
* Competitive salary and bonus potential.
* Death in Service and Income Protection.
* Early or Late starts.
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