Paraplanner
Core
Draft tailored suitability reports, conduct market research and cash flow modeling, and act as a technical sounding board for advisers to deliver sophisticated financial strategies for private clients.
Role type
Paraplanner
Builds
Comprehensive recommendation files and suitability reports for private clients
Domain
Wealth management / Financial planning
Required skills
Suitability analysis, Cash flow modeling, Technical research, Compliance checks, Report drafting, Investment committee due diligence
Preferred skills
Mentoring junior staff, Workflow optimization
Technologies
Intelligent Office, CashCalc, Genovo, FE Analytics
Responsibilities
Draft tailored suitability reports and comprehensive recommendation files; Conduct market research, cash flow modeling, and technical analysis; Act as a key technical sounding board for advisers; Support junior team members through coaching and peer review; Work on workflow efficiencies and special technical projects
Seniority
Mid-level IC