Job Description
Were looking for an experienced qualified Paraplanner to join our team and support the delivery of clear, practical financial advice for our clients.
Learn more about the general tasks related to this opportunity below, as well as required skills.
This role is suited to someone with established paraplanning experience who is comfortable producing technical analysis and client reports as part of the advice process. Youll work closely with consultants and directors, using your technical knowledge, attention to detail and strong communication skills to support high-quality client outcomes.
What youll do:
apply regulatory and compliance requirements when producing advice documentation
carry out technical research and analysis to support appropriate financial planning recommendations
gather and review client information to support financial planning advice
prepare suitability letters, reports, and other client-facing documentation
review pensions and investments usin...
Learn more about the general tasks related to this opportunity below, as well as required skills.
This role is suited to someone with established paraplanning experience who is comfortable producing technical analysis and client reports as part of the advice process. Youll work closely with consultants and directors, using your technical knowledge, attention to detail and strong communication skills to support high-quality client outcomes.
What youll do:
apply regulatory and compliance requirements when producing advice documentation
carry out technical research and analysis to support appropriate financial planning recommendations
gather and review client information to support financial planning advice
prepare suitability letters, reports, and other client-facing documentation
review pensions and investments usin...