About this role
My client is an established and respected Chartered Wealth Management firm with an enviable reputation. Due to growth, they currently seek an experienced Paraplanner to support advisers in delivering high-quality financial planning and retirement solutions. This is an excellent opportunity for someone with a proven support background who enjoys technical analysis, research and creating compliant client recommendations.
Key Responsibilities
- Research and analyse clients' existing pension and financial arrangements
- Prepare detailed suitability reports, recommendations and technical documentation
- Support financial planning strategies including:
- Annual Allowance calculations
- Carry Forward calculations
- Lifetime Allowance considerations
- CGT calculations
- Tax planning support
- Cashflow modelling
- Conduct provider and product research to support client recommendations
- Prepare compliant advice files and maintain accurate client records
- Assist advisers with complex pension and retirement planning cases
- Participate in client meetings where required and provide technical expertise throughout the advice process.
What We're Looking For
- Previous experience as a Paraplanner, with strong, broad wealth management knowledge
- Strong knowledge of pensions and retirement planning
- Experience preparing suitability reports and financial planning documentation
- Excellent analytical and report-writing skills with the ability to manage multiple cases within a busy, successful practice.
- Team player with a proactive and solution-focused approach.
Why Apply?
In return you will be rewarded with a generous remuneration and benefits package, collaborative and friendly working environment and the opportunity to work on high value, interesting clients.