Paraplanner (Fully remote)

Job DescriptionA well-established investment management firm with a headcount of around 30, offering bespoke wealth management services. The business is partner-owned and prides itself on its client-centric culture, combining the investment standards of a larger institution with a personalised approach.The firm has recently launched a wealth planning division to provide holistic pre- and post-retirement advice. Areas of specialism include lifetime allowance planning, tax-efficient retirement strategies, and estate planning. 4 days a week in the office.KEY PURPOSE OF THE ROLE:To provide high-quality paraplanning support to the Head of Wealth Planning and the wider Wealth Planning team.ROLE RESPONSIBILITIES:Job Summary:Analyse client information to formulate advice aligned with client objectives.Apply cashflow modelling tools extensively.Prepare suitability/recommendation reports.Produce fund switch and withdrawal letters, along with required research and documentation.Interpret and utilise information from clients and providers using industry tools.Additional Responsibilities:Liaise with clients to gather information and arrange meetings.Contact third parties/providers to resolve technical queries.Conduct research to support adv…