An experienced Paraplanner is required for a leading Wealth Manager
This is a HYBRID role.
The ideal candidate will be committed to continuous personal development and will possess a strong understanding of the financial planning process.
Paraplanner Role:
* Collaborate with the Financial Planner to discuss client objectives and assist Financial Services Administrators in gathering necessary information to compile comprehensive financial suitability reports.
* Aid in identifying planning areas and sourcing solutions to meet client needs and objectives, including the preparation of tax calculations when necessary.
* Ensure client information is collected and maintained in accordance with 'know your client’ principles and company policy.
* Verify that all compliance documentation is accurate and complete when presenting suitability reports and recommendations.
* Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy, and prepare any necessary client documentation.
* Conduct fund research and analysis to support Financial Planner recommendations.
* Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes.
* Manage a library of suitability report templates and conduct due diligence research on funds, providers, and platforms.
* Prepare and communicate monthly Cumulative return tables to Financial Planners and ...