JLM Wealth Limited is a leading financial advisory company dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and peace of mind. As part of our mission to deliver exceptional client service and tailored financial solutions, we are seeking a skilled and detail oriented Paraplanner to join our team at our UK office.
Role Overview: The Paraplanner will work closely with our financial advisors to support the financial planning process and deliver high-quality, comprehensive advice and recommendations to our clients. The successful candidate will play a key role in conducting research, preparing financial reports and analyses, and assisting in the development of tailored financial plans that meet our clients' objectives and needs.
Key Responsibilities:
• Conduct in-depth research and analysis of financial products, investment options, and tax strategies to support the financial planning process and client recommendations.
• Prepare detailed financial reports, illustrations, and presentations for client meetings, ensuring accuracy, clarity, and compliance with regulatory requirements.
• Assist financial advisors in gathering client data, assessing risk tolerance, and understanding financial goals and objectives to develop personalized financial plans.
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