Paraplanner
Core
Paraplanner supporting financial advisers by researching client financial planning, analyzing portfolios, and preparing suitability reports.
Role type
Paraplanner
Builds
Investment, pension, and protection illustrations, projections, and suitability reports for clients.
Domain
Financial Planning / Wealth Management
Required skills
Financial planning qualifications (R0), Paraplanning experience (2+ years), Investment portfolio analysis, Risk assessment, Report writing, FCA compliance knowledge
Preferred skills
Level 4 Diploma in Regulated Financial Planning, Chartered status
Technologies
Financial planning software, Investment analysis tools
Responsibilities
Conducting research on clients' financial planning arrangements, Undertaking investment portfolio analysis, Compiling investment, pension, and protection illustrations, Writing technical suitability reports, Ensuring client files comply with FCA regulations