The Wealth Planner (Paraplanner) plays a key role in supporting advisers in delivering high-quality, technically robust financial planning.
This is not a traditional report-writing role; Wealth Planners are viewed as technical specialists who contribute directly to advice quality, client outcomes and the development of internal planning standards.
The role involves close collaboration with advisers and client service teams, and exposure to complex, high-value client scenarios. It carries responsibility for the integrity, accuracy and quality of financial planning analysis and documentation.
KEY RESPONSIBILITIES
Working alongside advisers and client relationship managers to develop comprehensive financial plans tailored to individual client needs and objectives.
Providing detailed technical analysis and professional judgement on existing financial and legal arrangements.
Building and maintaining cashflow models, including scenario analysis and long-term forecasting to support advice recommendations.
Preparing suitability reports, financial plans and supporting client documentation.
Attending client meetings where appropriate to support the advice and planning process.
Maintaining up-to-date knowledge of financial planning solutions, products and technical strategies to ensure advice remains appropriate and robust.
REQUIREMENTS
Minimum Level 4 qualified, working towards or already Chartered status.
Significant experience in a paraplanning or technical financial planning role within a regulated environment.
Strong ability to apply technical knowledge to real-life client scenarios, ideally within a high-net-worth or complex planning environment.