_{12th April, 2025}

Newly created role within a well-established, growing private wealth firm that provides holistic advice to their loyal HNW/ UHNW clients. 

Responsibilities:

• Conduct detailed financial modeling and analysis to support financial planners.
• Prepare Statements of Advice (SOAs) and other financial planning documents in compliance with regulations.
• Perform in-depth research on investment products, insurance policies, and financial strategies.
• Assist with portfolio rebalancing, executing trades, and monitoring client accounts.
• Provide ongoing technical support to financial planners and support team

• Minimum of 3 years' experience as a Paraplanner writing complex advice
• Proficiency in financial planning software (e.g., Xplan).
• Strong analytical and problem-solving skills.
• Attention to detail