Wealth Paraplanner

• Prepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers
• Support the preparation of client review and new client meetings
• Conduct research and analysis across investments, pensions, protection, and tax planning strategies
• Review client portfolios, ensuring recommendations align with objectives, risk tolerance, and compliance requirements
• Liaise with Wealth Managers, Administrators, and product providers to ensure the smooth delivery of advice and implementation
• Maintain accurate client records and support the ongoing development of advice processes

• CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum
• Previous experience as a Paraplanner
• Strong understanding of financial planning principles, tax wrappers, pensions, and investments
• Excellent attention to detail
• Strong communication skills, with the ability to build relationships with colleagues and clients
• Confident using financial planning software
• Organised, proactive, and able to manage multiple priorities in a dynamic environment

Attained CII Level 6 Diploma in Regulated Financial Planning or equivalent

• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team