Paraplanner

Paraplanner - London Hybrid Working - 3 Days Office / 2 Days Home Basic Salary: £50,000-£60,000 OVERALL PURPOSE As a Paraplanner, you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES • Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients'' individual circumstances and objectives • Providing technical analysis and professional judgement on existing financial and legal arrangements • Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long-term outcomes • Preparing suitability letters, financial plans and supporting client-specific documentation and communications • Attending client meetings where appropriate to support the advice process • Maintaining up-to-date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate QUALIFICATIONS ..... full job details .....