Paraplanner (Finance)

A Paraplanner supports financial advisors by handling the technical and administrative side of financial planning. They make it possible for advisors to focus on clients while ensuring all the behind-the-scenes work is accurate and organized.

Paraplanners prepare reports, conduct research, and analyze financial data to support the creation of client financial plans. They gather information on investments, insurance, and pensions, then draft detailed recommendations. They also help with compliance paperwork and ensure all client files are up-to-date and accurate.

Join our financial advisory team as a Paraplanner, where your insights and precision will help shape the future of our clients’ financial journeys.

In this role, you’ll conduct research, prepare strategic documentation, and ensure our advisors deliver accurate, compliant, and personalized financial guidance. It’s a chance to build your expertise, contribute to meaningful client outcomes, and grow in a supportive, professional environment.

• Prepare financial plans, investment proposals, and client documentation.
• Conduct research on funds, insurance products, and investment options.
• Maintain compliance records and ensure document accuracy.
• Support client meetings with background data and reports.
• Update CRM systems and manage client information.
• Assist in the implementation of investment and insurance recommendations.
• Liaise with fund managers, insurance companies, and financial institutions.
• Contribute to the development of financial planning tools and templates.

• Enhanced planner efficiency by providing accurate reports.
• Improved client satisfaction with well-prepared, compliant plans.
• Reduced administrative workload for advisors.
• Strengthened the overall quality of financial advice delivery.

• Bachelor’s degree in Finance, Economics, or related field.
• Previous experience in financial planning support or administration.
• Proficiency in financial planning software and MS Office Suite.
• Excellent research, analytical, and organizational skills.
• Knowledge of compliance standards and financial products.