Job Description
Senior Paraplanner | Client Facing
If you're a Diploma-qualified paraplanner who's grown tired of being tucked away from clients, this is worth five minutes of your time.
Our client runs an inverted model — more Paraplanners than advisors. The advisor steps in at the point of advice; everything else sits with you.
* Pre-meeting preparation
* Attending reviews
* Post-meeting implementation
* Report writing
* Ongoing client contact.
You're not supporting from the sidelines; you're the client's first point of contact, managing your own bank of relationships.
Day to day, you'll be
* Researching and analysing products
* Preparing investment strategy and recommendation reports
* Conducting quarterly portfolio reviews
* Ensuring recommendations are implemented properly.
You'll arrange review meetings, field client queries, and keep clients informed throughout the year. Systems include Voyant, Nucleus, and other standard planning platforms.
This is a role for career paraplanners. People who genuinely enjoy the craft — the technical depth, the client relationships, the variety — rather than those looking for a quick route into advice. If that's you, there's a proper pr...