Job Description
An established wealth management and financial planning firm in London is seeking a motivated Paraplanner to join its high-performing, collaborative team. This is a fantastic opportunity for a detail-driven financial professional looking to develop their career with full support for professional qualifications.
Role & Responsibilities
As a Paraplanner, you will provide essential technical and research support to the financial planning team while maintaining the highest standards of compliance and client service.
- Preparing reports, recommendation letters, and compliant advice documents
- Conducting technical calculations (Inheritance Tax, CGT, carry forward etc.)
- Creating and presenting cashflow models using Voyant software
- Supporting advisers with client meeting preparation and attending meetings where required
- Producing detailed file notes and identifying planning requirements for annual reviews
- Managing...