Fram Search
Technical Paraplanner
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Fram is working with a wealth management firm that is looking to engage with an experienced Paraplanner to support its advisory team. The business works with high-net-worth individuals and families, delivering comprehensive financial planning across investments, retirement, tax, and estate planning. The role offers the opportunity to become closely involved in the advice process rather than working solely on report writing.
- Preparing detailed suitability reports
- Carrying out technical research
- Developing financial planning recommendations
- Producing lifetime cashflow models
- Regular involvement in client meetings
- Working closely with advisers to understand client objectives
- Presenting planning strategies
- Supporting complex financial planning conversations
- Responding to technical client queries
- Reviewing existing financial plans
- Ensuring advice remains aligned with changing legislation and regulatory requirements
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This may appeal to a Diploma-qualified Paraplanner with at least three years' experience within an independent financial planning environment. Strong technical knowledge across pensions, investments, trusts, inheritance tax, and personal taxation will be important, together with experience of cashflow modelling. Knowledge of Voyant and Intelliflo would be advantageous.
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The role suits someone who enjoys working with high-net-worth clients, takes pride in delivering technically robust financial planning, and wants to play an active part in the client relationship rather than working solely behind the scenes.
Applicants must have the right to work in the UK.
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