Paraplanner - Marlow

Paraplanner - Marlow

Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.

Key Responsibilities:

- Conducting extensive research and providing Advisers with technical assessments and reports.
- Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
- Produce technical and compliant suitability letters.
- Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
- Manage complex cases and find solutions to technical problems
- Prepare lifetime cashflow models,...