Paraplanner - #2113718

Paraplanner – London

Hybrid Working – 3 Days Office / 2 Days Home

Basic Salary: £50,000-£60,000

OVERALL PURPOSE

As a Paraplanner, you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients’ individual circumstances and objectives

• Providing technical analysis and professional judgement on existing financial and legal arrangements

• Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long-term outcomes

• Preparing suitability letters, financial plans and supporting client-specific documentation and communications

• Attending client meetings where appropriate to support the advice process

• Maintaining up-to-date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate

QUALIFICATIONS AND EXPERIENCE

• Minimum Level 4 qualified and working to or already Chartered. With Significant experience in a Paraplanning role within a regulated firm.

• Evidence of ability to apply technical product knowledge to client situations in a high net worth environment

• Demonstrable ability to apply technical knowledge pragmatically to real client situations

COMPETENCIES, SKILLS AND BEHAVIOURS

• Excellent organisational skills, able to prioritise and juggle multiple demands on time

• Strong interpersonal skills to work across the business at all levels

• Clear and effective communication skills, with the ability to explain complex matters both verbally and in writing

• High attention to detail and strong numerical capability

• A collaborative team-focused approach, with a willingness to share knowledge and contribute to collective standards

• Openness to adopting new technology new and systems to improve efficiency, quality and client experience