We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely. Responsibilities: - Support clients/advisers by researching and analysing clients’ requirements. - Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process. - Deal effectively with queries from clients and other parties through effective communication. - Prepare client meeting files including any compliance required documentation. - Help clients better understand the full potential of products. - Provide client/adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders, DB schemes. - Provide support as required to all departments within the Practice, including the Management team. - Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. - Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data. - Research and analyse financial products to meet client requirements and objectives. - Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. - Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. Desirable: - Previous experience in operations management in a wealth management environment - Microsoft Word, Outlook - Client Relationship Management Software experience (ideally Salesforce would be an advantage) - Organised and tidy, with strong attention to detail - Confidently working with total discretion Training on telephone and inhouse computer systems will be given.