Paraplanner (Fully remote)

A 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 advisers as required.

SKILLS & EXPERIENCE:

Core Role Requirements:

• Strong technical knowledge in financial planning, pensions, and investments, ideally with experience in complex client cases.
• Minimum of 5 years\’ experience in financial services.
• Proficiency in Microsoft Office suite.
• Excellent verbal and written communication skills.
• Familiarity with tools such as Voyant and FE Analytics.
• Proactive, adaptable, and responsive to feedback.
• Ambitious and committed to personal development.
• Strong financial and mathematical literacy.

ESSENTIAL QUALIFICATIONS:

• Minimum: Chartered Financial Planner (or equivalent), or actively working towards it.