Senior Paraplanner / Technical Specialist
Core
Provide full professional and technical support to Wealth Planners by managing end-to-end paraplanning for standard and complex financial advice cases, including cash flow modeling, tax planning, and retirement strategies.
Role type
Senior IC paraplanner (wealth management)
Builds
Comprehensive financial advice letters, suitability reports, and cash flow models for individual, corporate, and trust clients.
Domain
Wealth management / Financial planning
Required skills
Cash flow modeling, tax planning (income/inheritance), retirement planning, psychometric risk profiling, compliance documentation, financial calculations, report drafting, client file management
Preferred skills
Experience with offshore/international planning for non-domiciled clients, knowledge of Venture Capital Trusts and Business Relief, ability to guide less experienced colleagues
Technologies
Intelligent Office (iO) back-office management system, cash flow modelling tool
Responsibilities
Take ownership of advice files from intake to completion, build and explain cash flow models, research technical data and product suitability, draft comprehensive financial advice letters, liaise with external advisors (legal, tax, investment managers), provide guidance to Wealth Planners and junior paraplanners
Seniority
Senior, hands-on IC
