Paraplanner
Hybrid
Core
Supporting Financial Planners by conducting complex research, cashflow modeling, and producing suitability reports for high-end wealth management clients.
Role type
Senior Paraplanner (IC)
Builds
Suitability reports, whole-of-market research, and financial planning models
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, whole-of-market research, cashflow modeling, pensions, investments, protection, IHT, trusts, compliance, Xplan, Voyant, CashCalc, FE Analytics
Preferred skills
Chartered status (CII), mentoring junior staff
Technologies
Xplan, Voyant, CashCalc, FE Analytics
Responsibilities
Conducting complex research and cashflow modeling, producing suitability reports, maintaining strict compliance standards, mentoring junior team members
Seniority
Senior, hands-on IC