Amber River Premier, part of the Amber River Group is a group of like-minded, values driven people with a passion for financial planning. We provide bespoke wealth management advice to both established HNW clients and new clients which are referred through reputation and excellence.
We are currently looking to recruit a an experienced Paraplanner to join our team of experts. The role involves working as part of a team, alongside your Adviser and administrative support to ensure clients receive first class financial planning advice.
Role Accountabilities
- Conducting extensive research and providing Advisers with technical assessments and reports.
- Pre-meeting preparation, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
- Produce technical and compliant suitability letters.
- Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
- Manage complex cases and find solutions to technical problems
- Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
- Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
- Engage professionally with well-informed clients who may challenge advice, ensuring long term relationships are maintained.
- Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
- Help highlight operational areas of improvement and assist with any changes made.
- Take an analytical approach to making client recommendations using your data management skills to support these.
- Translate complex information into easy-to-understand client correspondence
- Ensure all work meets all compliance, high ethical standards and reflects the company values
- Contribute to the team’s work enjoyment, growth, and success
To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working independently, solving problems and interacting with demanding clients. You will ideally hold Diploma status or be working towards, and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company that values its employees and works hard to create a positive working environment.
We offer hybrid working (2 remote days/wk). The company ethos combines a modern, flexible attitude to work which focuses on employee development and wellbeing, with a traditional and highly professional service for clients. We offer technical advancement, fully funded study support options and a genuinely collaborative and supportive working environment.
At Amber River Premier, we’re proud to be authentic in everything we do — including how we hire. We’re committed to building an inclusive workplace where everyone feels valued and supported, and we welcome applications from all backgrounds. We assess candidates based on skills, experience and potential, and we’re happy to make reasonable adjustments throughout the recruitment process.