Company Overview: Our client is a leading Chartered Financial Planner and independent advisory firm with over 40 years of experience, recognized as Professional Service Firm of the Year 2022. They provide high-quality personal service to clients across the UK.

Purpose: The Paraplanner supports advisors in creating and delivering exceptional advice, managing client reporting, analysis, and post-review actions, ensuring regulatory compliance.

Key Responsibilities:

• Prepare recommendation and review reports, engaging with advisors and attending client meetings.
• Assist advisors in developing investment portfolios.
• Train team members on related activities.
• Maintain and improve investment management tools and processes.
• Support planners in applying these processes for clients.
• Act as a contact for administrative queries on portfolio changes.
• Ensure accurate client information in the CRM system (Curo).
• Contribute to process improvements and strategic goals.

Required Skills:

• Analyze and interpret data, solve problems, and present conclusions.
• Anticipate client needs and support the planning team.
• Excellent communication skills for interacting with planners, advisors, and clients.
• Trustworthy, confidential, and tactful.
• High IT competency, including financial analysis tools.
• Self-motivated with strong personal goal management.

Required Experience:

• Minimum of 3 years working with high-net-worth UK private clients.
• Deep understanding of financial planning processes for various client profiles.

If you meet these qualifications and are eager to join a dynamic team focused on client needs and professional growth, we encourage you to apply.