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 p...