Paraplanner
Hybrid
Core
Support Financial Planners by preparing suitability reports, conducting research, and developing compliant wealth management recommendations.
Role type
Paraplanner
Builds
Financial planning recommendations and client documentation
Domain
Wealth management / Financial planning
Required skills
CII Level 4 Diploma, CRM systems, financial planning software, Intelliflo, CashCalc, FE Analytics, analytical skills, attention to detail
Preferred skills
Previous paraplanning experience in wealth management, ongoing professional development
Responsibilities
Prepare suitability and review reports, provide technical and research support, review recommendations against company standards, prepare application forms and financial planning documentation, maintain accurate client information and records
Seniority
Mid-level, technical support