Paraplanner - Fixed Term Contract
On-site
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 (Fixed Term Contract)
Builds
Bespoke financial plans and suitability reports for private clients and businesses
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Financial planning knowledge, pensions expertise, investment analysis, compliance adherence, CRM data management, report writing, regulatory knowledge
Preferred skills
Chartered status qualifications, estate planning knowledge, professional development records
Technologies
Cashflow, Fund analytics, CRM systems