Paraplanner
Core
Support Financial Advisers with complex advice cases by turning detailed research, tax calculations, and customer information into clear, compliant recommendations.
Role type
Paraplanner (Financial Planning)
Builds
Suitability reports, mid-appointment activity outputs, and robust evidence-based advice for members.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, investment products, tax calculations, compliance guidelines, retirement planning, complex problem solving, case coordination
Preferred skills
Continuous improvement, process optimization, constructive challenge
Technologies
Financial planning systems, suitability report tools
Responsibilities
Obtain and analyze up-to-date research on customer investments and tax; Support delivery of suitable advice ensuring recommendations are robust; Complete mid-appointment activity and prepare suitability reports; Coordinate cases end-to-end and act as escalation point for technical queries
Seniority
Mid-level IC