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The role of Paraplanner involves providing comprehensive technical and professional support to Wealth Planners, ensuring clients' financial objectives are met through bespoke solutions. This includes client file preparation, cash flow analysis, financial advice, and overseeing the implementation of recommendations.
Client Details
The client is a City of London based wealth management partnership with a presence across multiple cities, known for its innovative and client-centric approach. With a strong culture of respect, integrity, and entrepreneurship, the organisation focuses on delivering tailored financial planning solutions while creating long-term value for stakeholders.
Description
- Prepare and maintain client files, ensuring compliance with regulatory standards.
- Build and analyse cash flow models to align with clients' financial goals.
- Research and recommend tailored financial planning solutions, including retirement, tax, and inheritance planning.
- Draft clear and concise advice letters and suitability reports.
- Liaise with clients and third parties, including legal and tax advisers, to oversee the implementation of financial recommendations.
- Prepare for client reviews and update financial plans as required.
- Ensure all administration tasks are completed efficiently, including liaising with third parties and overseeing application processes.
Profile
The ideal Paraplanner candidate will have a deep understanding of financial services and planning, regulations, and compliance. They should possess at least three years of paraplanning experience, excellent communication and organisational skills, and proficiency in tools such as cash flow planning software. A CII Diploma in Regulated Financial Planning is essential, with progress towards an advanced diploma being desirable. Candidates should demonstrate integrity, attention to detail, and a proactive approach to staying updated with industry developments.
Job Offer
The successful Paraplanner candidate will have the opportunity to work in a professional and supportive environment with a strong focus on personal development and career progression. They will gain exposure to a wide range of financial planning activities while collaborating with experts across various disciplines.
