Paraplanner

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.