Paraplanner - Remote Full Time Employee
Core
Support principal advisers in delivering high-quality, tailored financial plans and compliant Statements of Advice (SOAs) for a growing client base.
Role type
Senior IC financial paraplanner
Builds
Production financial planning documents (SOAs, ROAs) and strategy models
Domain
Financial planning and accounting
Required skills
Financial modelling, strategy analysis, advice construction, compliance knowledge, financial-planning product knowledge, process improvement
Preferred skills
Independent remote work, clear written communication
Technologies
xplan, SharePoint
Responsibilities
Prepare accurate, compliant SOAs and ROAs; conduct research and financial modelling; collaborate with advisers and paraplanning support; maintain technical knowledge of legislation; identify process improvements; manage core activities using xplan and SharePoint
Seniority
Mid-level, hands-on IC