Job Description
Overview of the Role
The Senior Paraplanner plays a critical role in supporting financial advisers by providing advanced paraplanning services, ensuring high quality and compliant financial planning documentation. The Senior Paraplanner delivers detailed analysis, research, and preparation of financial strategies and client reports to assist in effective client engagement and decision making.
Responsibilities
- Conduct comprehensive fact‑finding and input client data accurately into financial planning software.
- Develop complex financial models and scenarios to evaluate various strategies.
- Ensure all financial strategies comply with current legislation and regulatory requirements.
- Prepare detailed Statements of Advice (SoA) and related documentation in accordance with licensee and adviser specifications.
- Create Executive Summaries and other compliance documents supporting the SoA.
- Review adviser‑prep...