Paraplanner
Summary
Supports wealth advisors by analyzing financial data, modeling strategies, and drafting reports to align investment plans with clients' long-term goals.
Job Description & Requirements
Role Overview
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.