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 Responsibilities1. 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 recommendations2. 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 horizon3. 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 optimisation4. 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 strategies5. 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 outcomes6. Research & Continuous Improvement• Stay updated on market trends, financial products, and regulatory developments• Contribute to improving internal advisory frameworks and planning methodologiesKey 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 principlesIdeal 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 preferredCareer ProgressionThis role provides a pathway towards becoming a Family Wealth Specialist, with opportunities to deepen both technical expertise and investor advisory capabilities.