Description

About the Role:

As a Paraplanner, you will be integral in providing high-level support to Financial Advisers through quality research, preparation of reports (SoAs), and financial modelling. You’ll play a key role in strategy development and ensure all compliance requirements are met. You will liaise extensively with a range of advisers and if necessary be involved in the presentation of the end advice to clients.

Key Responsibilities:

• Collaborate with Financial Advisers: Discuss and develop tailored financial planning strategies to meet client needs.
• Prepare SoAs/RoAs: Create and review Statements of Advice, incorporating financial modelling for diverse client situations. Ensure all documentation is completed within agreed timelines.
• Conduct In-Depth Research: Develop suitable asset allocation and investment strategies by researching products, funds, and market trends to support financial advice.
• Assist with Compliance: Support the Financial Advisers and the Practice Manager in maintaining compliance standards, updating templates, and addressing any compliance issues.
• Systems Management: Maintain and enhance financial planning software (XPLAN, IQM Risk Researcher, Wealth Solver) ensuring all relevant data is accurate and up-to-date.
• General Support: Provide assistance with client paperwork, data feeds, and adviser requests, ensuring all client services are delivered to the highest standard.
• Project Involvement: Participate in and support various internal projects aimed at improving efficiency and service delivery.

Skills & Experience:

• Experience: 3-5 years in paraplanning, with a solid understanding of financial planning processes and strategy development.
• Software Skills: Proficiency with XPLAN, IQM Risk Researcher, Wealth Solver, and financial modeling tools.
• Compliance Knowledge: Strong understanding of financial regulations and compliance requirements within the financial planning industry.
• Communication Skills: Exceptional written and verbal communication, able to clearly convey financial strategies to clients and advisers.
• Attention to Detail: High degree of accuracy in preparing reports, financial models, and compliance documents.