Paraplanner
Core
Prepare suitability reports and provide technical research services across a broad range of financial products to support Financial Planners.
Role type
Paraplanner
Builds
Suitability reports, cashflow models, and technical advice documentation
Domain
Wealth management and financial planning
Required skills
Technical financial knowledge, written financial advice delivery, organization, prioritization, communication, stakeholder management, literacy, numerical skills, analytical skills
Responsibilities
Prepare suitability reports across various advice types and financial products; conduct technical research; ensure client records contain accurate Know Your Client information; support Financial Planners in client meetings with cashflow modelling; manage workload to meet targets; comply with FCA guidelines; maintain core back-office systems; identify and report risks or breaches; maintain CPD logs.
Seniority
Individual Contributor