Paraplanner, Report Writer, Diploma Paraplanner, Chartered Paraplanner

A prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs.

With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment.

Paraplanner Role Overview:

As a Paraplanner, you will play a crucial role in providing comprehensive support to the team of Wealth Managers and Advisors. You will have the opportunity to work closely with high-profile clients, engaging in client contact and attending meetings alongside the advisory team. This role requires technical expertise, strong interpersonal skills, and meticulous attention to detail.

Paraplanner Key Responsibilities:

• Collaborate with Wealth Managers and Advisors to prepare and deliver holistic financial plans for HNW clients.
• Conduct detailed research and analysis on various financial products, investment strategies, and tax planning.
• Prepare accurate and comprehensive client reports, including cash flow analysis, investment performance, and risk assessments.
• Liaise with clients directly to gather necessary information, address inquiries, and provide ongoing support.
• Attend client meetings alongside the advisory team, actively participating in discussions and offering technical expertise.
• Stay abreast of regulatory changes, industry trends, and best practices to ensure compliance and deliver top-notch advice.
• Assist in the training and mentoring of junior paraplanners, sharing knowledge and expertise within the team.

Paraplanner Qualifications and Experience:

• Extensive experience as a Paraplanner within the financial services industry, preferably in a high-net-worth environment.
• Strong knowledge of investment products, financial planning, tax considerations, and regulatory requirements.
• Demonstrated experience in producing complex financial plans, including cash flow modelling and investment analysis.
• Professional qualifications such as Diploma in Financial Planning (DipPFS) are preferred, or will be working towards this.
• Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
• Proven ability to work effectively in a team environment, collaborating with Wealth Managers and Advisors.
• Meticulous attention to detail, ensuring accuracy and compliance in all client documentation.

Paraplanner Reward Package:

• Competitive Salary
• 35 hours per week
• 25 days holiday plus Bank Holidays.
• Pension