Paraplanner
HybridDiseworth, England, United Kingdom of Great Britain and Northern Ireland
Job Summary
Provide high-level technical support to Relationship Managers and complete preparation for client annual meetings. Conduct accurate analysis of client financial positions and create cashflow modelling using Voyant Go. Construct advice underpinning each financial plan while ensuring quality, accuracy, and compliance of reports. Correctly carry out complex calculations, including inheritance tax, carry forward, and tapered pension contributions. This role requires the Diploma in Regulated Financial Planning and experience working with high net worth clients. Cooper Parry Wealth is a B Corp Certified firm focused on holistic financial planning without jargon.
Required Qualifications
- Experience working as a paraplanner
- Experience in writing full financial plans
- A true understanding of holistic financial planning
- Have worked with high net worth clients
- Strong technical knowledge and the ability to simplify the complex
- Well developed analytical skills and a high level of attention to detail
- Top-notch organisation skills and ability to actively prioritise your workload
- Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
- The Diploma in Regulated Financial Planning
Desired Qualifications
- Working towards the Chartered or Certified Financial Planner qualification
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