We are working with an established Wealth Management firm looking for an experienced Paraplanner to join their team.
This is an excellent opportunity for a technically strong Paraplanner with experience in retirement planning, investment research and preparing high-quality suitability reports.
The role will involve supporting Financial Advisers with complex client cases, providing detailed research and analysis, and ensuring recommendations are accurately documented and fully compliant.
A significant proportion of the work will focus on retirement planning, including drawdown strategies, estate planning and investment planning.
Key Responsibilities:
- Provide comprehensive technical support to Financial Advisers across a range of client cases.
- Work on retirement planning cases, including drawdown strategies, estate planning and investment solutions.
- Complete detailed investment research and contribute to investment committee work.
- Coordinate large-scale investment rebalancing exercises and portfolio reviews.
- Prepare and coordinate reports and processes to support the ongoing updating of client portfolios.
- Work within established compliance frameworks and ensure all cases meet the required regulatory standards.
- Prepare client files for pre-sale and post-sale compliance checks.
- Use Intelligent Office to maintain accurate client records and manage workflow processes.
- Liaise with the administration team to obtain provider information and ensure recommendations can be progressed efficiently.
- Attend adviser debriefings and interpret information gathered during client meetings.
- Analyse client data and use research tools to develop suitable financial planning solutions.
- Maintain clear records of all research undertaken.
- Prepare detailed suitability reports and letters, client-specific illustrations and key features documents.
- Consolidate client objectives, research findings and recommendations into clear, accurate written documentation.
- Prepare existing client files ahead of review meetings.
- Ensure client files remain accurate, up to date and compliant.
- Assist with cashflow reporting.
- Undertake general business-related administrative duties as required.
About You:
- Previous experience in a Paraplanning role within financial services.
- Strong technical knowledge of pensions, investments and retirement planning.
- Experience with drawdown strategies and estate planning.
- Confident undertaking investment research and portfolio analysis.
- Experience preparing suitability reports and supporting financial recommendations.
- Good understanding of financial services compliance and regulatory requirements.
- Experience using Intelligent Office would be advantageous.
- Excellent analytical skills and attention to detail.
- Strong written communication skills.
- Highly organised, proactive and able to manage competing priorities.
- A collaborative approach, with the ability to work closely with Financial Advisers and administration colleagues.
The Opportunity:
You'll be joining a busy Wealth Management environment with a substantial client portfolio and a varied technical workload, offering the opportunity to work on complex retirement planning and investment cases while playing an important role in delivering high-quality financial planning solutions.
Interested?
If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.
Please get in touch or send across your CV for further information.
