Technical Paraplanner

Overview

In this Paraplanner role, you support a Chartered Financial Planner in managing a diverse client book within a market-leading wealth management firm. You will conduct research and detailed analysis of clients’ current situations and financial options across retirement, investments, tax and protection, including cashflow modelling. You’ll engage with clients in meetings and produce bespoke reports for clients and introducers that clearly explain complex solutions. This position offers a clear path toward Chartered status and is ideal for an ambitious professional seeking to deepen expertise in pensions, protection and IHT planning.

Responsibilities

• conduct research and analysis of clients’ current financial situations
• evaluate retirement, investment, tax and protection options
• perform cashflow modelling
• maintain extensive client contact and participate in meetings
• produce bespoke reports for clients and introducers
• demonstrate expertise in Pensions, Investments, Protection and IHT planning
• clearly explain complex solutions and present findings in reports

Key requirements

• Diploma Status with progression toward Chartered Status
• in-depth knowledge of Pensions, Investments, Protection and IHT Planning
• strong communication and presentation skills
• excellent IT skills
• ability to explain complex solutions clearly
• experience in producing comprehensive client reports

• intelligent
• articulate
• strong interpersonal communication
• cashflow modelling
• report writing
• financial planning knowledge

…