Experienced Paraplanner | Professional Year Pathway
Core
Support advice team by researching tax structures, modeling scenarios, and preparing client materials for high-net-worth individuals.
Role type
Paraplanner transitioning to advice
Builds
Tax structures, asset ownership models, portfolio construction, SoAs, RoAs
Domain
Private wealth / Financial advice
Deliverable
client delivery
Required skills
Tax structure analysis, scenario modeling, stress testing, SoA/RoA preparation, advice technology proficiency
Preferred skills
Xplan experience
Responsibilities
Research and analyse tax structures, Model scenarios and stress test strategies, Prepare SoAs, RoAs and client materials, Learn from experienced advisers and strategists
