Paraplanner

Job Description & Requirements

Role Overview

The Paraplanner supports Family Wealth Specialist by providing technical financial analysis, strategy formulation, and documentation, ensuring that all recommendations are aligned with investors long-term wealth objectives and the firm's commitment to ethical, investor-centric advisory.

Key Responsibilities
1. Financial Analysis & Strategy Support

. Conduct in-depth analysis of investors financial positions, including income, assets, liabilities, and existing portfolios

. Assist in structuring comprehensive wealth strategies (investment, financial independence, protection, legacy planning)

. Perform financial modelling and scenario analysis to support decision-making

. Evaluate and compare financial instruments to support suitable recommendations

2. Preparation of Wealth Advisory Reports

. Prepare detailed and personalised family wealth planning reports for investors

. Translate complex financial strategies into clear, structured documentation

. Ensure all proposals are aligned with investors goals, risk appetite, and time horizon

3. Portfolio Monitoring & Review

. Track and monitor investors portfolios and family wealth plans over time

. Assist in periodic portfolio reviews and rebalancing strategies

. Highlight risks, gaps, or opportunities for optimisation

4. Compliance & Documentation

. Ensure all recommendations and documentation adhere to regulatory and internal compliance standards

. Maintain accurate and up-to-date investors records

. Support due diligence processes for financial products and strategies

5. Consultant Support

. Work closely with Family Wealth Consultants in preparing for investor engagements

. Provide technical insights and supporting analysis during case discussions

. Assist in refining strategies to enhance investor outcomes

6. Research & Continuous Improvement

. Stay updated on market trends, financial products, and regulatory developments

. Contribute to improving internal advisory frameworks and planning methodologies

Key Competencies

. Strong analytical and financial modelling skills

. High attention to detail and accuracy

. Solid understanding of investment and wealth planning concepts

. Ability to simplify complex financial information

. Strong alignment with ethical, investor-first advisory principles

Ideal Profile

. Background in finance, economics, accounting, or related fields

. Progress towards or attainment of relevant certifications (e.g., CFP, CFA) is an advantage

. Prior experience in financial planning, wealth management, or paraplanning preferred

Career Progression

This role provides a pathway towards becoming a Family Wealth Specialist, with opportunities to deepen both technical expertise and investor advisory capabilities.