Paraplanner Administrator
Do you have strong technical knowledge of financial planning and a passion for delivering high-quality client support? Are you someone with excellent administrative and communication skills? And are you looking to develop your career within a modern and growing wealth advisory firm? Our client, based near Banbury, is a dynamic advisory firm providing expertise across investments, consultancy and private office services. The firm works with a variety of HNW and UHNW individuals to help protect and grow their wealth through independent advice, investment management and coordinated financial planning. Due to continued growth, they are seeking an experienced Paraplanner/Administrator to support their advisory team. This is an excellent opportunity for a technically strong individual with an interest in financial markets who can contribute to the delivery of exceptional client service. Key Responsibilities Prepare detailed financial planning and suitability reports for clients. Prepare cash flow models using Voyant to support the advice provided to clients. Support advisers in the preparation of client meetings and presentations. Analyse client financial information and assist in developing appropriate planning recommendations. Assist with pension, investment and tax planning analysis, as well as some routine administrative tasks. Ensure all client documentation and recommendations meet regulatory and compliance requirements. Maintain accurate client records and support ongoing
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