We’re looking for a meticulous and methodical Paraplanner to join a dynamic team and contribute to the delivery of high-quality financial strategies. As a Paraplanner you’ll work closely with a group of five financial consultants, supporting them in crafting tailored financial solutions and maintaining strong client relationships. Paraplanner Responsibilities * Partner with advisors to develop comprehensive financial strategies and investment summaries. * Gather and interpret client financial details including earnings, expenditures, assets, debts, insurance policies, and investment portfolios. * Build financial forecasts, retirement planning models, and protection assessments using tools such as Voyant. * Research financial products and investment options to support advisor recommendations. * Ensure all advice and documentation align with regulatory guidelines and internal compliance standards. * Keep client profiles and planning data current within CRM and financial software systems. * Assist with administrative tasks to ensure smooth advisor operations. Skills & Experience * Experience working in financial advisory or wealth management environments. * Familiarity with a broad spectrum of financial products and services. * Ability to map out the client advice process confidently. * Strong analytical thinking and precision in handling data. * Excellent communication skills, both written and spoken. * Capable of managing multiple priorities and deadlines effectively. Benefits * Death in Service. * Income Protection cover. * Discretionary bonus. * Pension plan. Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy