Paraplanner
Core
Paraplanners support financial advisers by researching client financial arrangements, analyzing portfolios, and preparing suitability reports to help clients achieve financial security.
Role type
Paraplanner
Builds
Client financial strategies, 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, Regulatory compliance (FCA)
Preferred skills
Level 4 Diploma in Regulated Financial Planning, Chartered status
Technologies
Financial planning software, Investment analysis tools
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