We are working with a Boutique IFA based in Cheltenham who are looking to bring on an
experienced Paraplanner. The firm specialises in working with HNW clients from a range of
backgrounds.
Due to the nature of the clients you will be involved in a wide range of cases including complex tax
and trust planning. You will also regularly be involved in client meetings.
Key duties of the Paraplanner
• Preparing documentation for client review meetings
• Attending and minuting client and prospect meetings
• Production of Suitability Reports for existing clients covering for example, pension draw and
contributions, pension transfers, fund switches, bond assignments and surrenders. There is
also occasionally a need to recommend protection products.
• Producing full planning reports for new clients. Investment strategy and risk approach is
arrived at through the use of our proprietary investment modelling which shows outcomes
as real (after inflation) annual spending amounts within a range. Altering the risk approach,
changes the range of outcomes.
• Liaising with our Investment Team to communicate changes to client plans which impact on
the investment strategy.
What’s on Offer?
Salary of up to £65,000
Annual Christmas bonus
25 days annual leave + bank holidays,
Study support
Strong benefits package
What’s Next?
If you are interested in the Paraplanner position then please submit your CV and if you meet the
requirements one of our consultants will be in touch within 24 hours!