KT & Coe Are Recruiting for a Paraplanner! Are you an organised, analytical, and detail-driven professional looking to take the next step in your financial planning career? KT & Coe are seeking a skilled Paraplanner to join our clients growing team. This is a fantastic opportunity to work with a respected firm that values accuracy, professionalism, and client care. You’ll play a key role in supporting our advisers to deliver clear, compliant, and high-quality financial advice to our clients. Key Responsibilities: * Preparing detailed financial reports, suitability letters, and recommendations. * Conducting in-depth product and fund research to assist in client advice. * Supporting advisers with cash flow modelling, portfolio reviews, and investment analysis. * Maintaining accurate client files and ensuring compliance with FCA requirements. * Liaising with clients, providers, and advisers to gather and verify information. * Assisting with the preparation of client meetings and review documents. About You: * Previous experience in a Paraplanning or financial services support role. * Good understanding of pensions, investments, protection, and tax planning. * Strong analytical skills and attention to detail. * Excellent written and verbal communication skills. * Highly organised, with the abili...