Paraplanner: Cashflow, Reports & Client Analysis

Partners Wealth Management LLP is seeking a Paraplanner to support the adviser with client servicing and management. The role focuses on technical research, suitability reports, and compliance preparation. You will review policy information, upload documents, and assist with cashflow modelling and annual reviews.

You will work closely with PWM panels and contribute to creating clear, compliant recommendations while maintaining accurate records and ensuring timely delivery of reports to clients.