Paraplanner
Core
Conduct financial research, analyze client portfolios, and prepare suitability reports to support financial advisers in delivering advice.
Role type
Paraplanner
Builds
Client financial strategy updates, investment illustrations, and suitability reports
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Financial planning qualifications (R0), Paraplanning experience, Investment portfolio analysis, Risk assessment, Report writing, FCA compliance
Preferred skills
Level 4 Diploma in Regulated Financial Planning, Chartered status
Technologies
None stated
Responsibilities
Conduct research on clients' financial planning arrangements, Undertake investment portfolio analysis, Compile investment and pension illustrations, Write technical suitability reports, Ensure client files comply with FCA regulations
Seniority
Mid-level, hands-on IC