Paraplanner - Fixed Term Contract
Core
Providing comprehensive administrative and technical assistance to Financial Planners by preparing client documentation, suitability reports, and applications while conducting research on financial solutions.
Role type
Paraplanner
Builds
Bespoke financial plans and suitability reports for private clients and businesses
Domain
Financial Planning / Wealth Management
Required skills
Financial planning knowledge, Pensions expertise, Investments expertise, Estate planning knowledge, Compliance processes, CRM system management, Suitability report drafting, Application submission, Data analysis, Regulatory obligations
Preferred skills
Chartered status qualifications, Professional development records
Technologies
Cashflow, Fund analytics, CRM System
Responsibilities
Analyse client financial positions and make recommendations, Complete suitability reports, Gather and maintain accurate client data, Submit business applications to providers, Monitor case progress and resolve issues, Support complaint responses, Maintain continuous professional development
Seniority
Mid-level, hands-on IC