ParaplannerWinchester WerelookingforanexperiencedParaplannertojoinagrowingteaminWinchesterandplayakeyroleinsupportingagroupofhighlyqualifiedFinancialPlanningDirectors. Thisisaclient-focusedrolewhereyoullbepreparingandwritinghigh-qualityadvice,supportingclientmeetings,andhelpingclientsachievetheirlong-termfinancialgoals. Whatyoullbedoing: Preparingcashflowsandwrittenadvicetodeliverexcellentclientoutcomes SupportingFinancialPlanningDirectorsinclientmeetingsandreviews Conductingresearchanddraftingnotestoensureadviceistailoredandaccurate Workingcloselywithcolleaguestodeliverteamincomeobjectives Sharingbestpracticeandhelpingtoimproveprocessesandtools Keepingyourtechnicalknowledgeuptodateacrosspensions,tax,andestateplanning Whatwerelookingfor: CIIDiplomainFinancialPlanning(essential);Charteredstatusdesirable Atleast23yearsparaplanningexperience StrongtechnicalknowledgeofUKtax,pensions,andestateplanning Excellentorganisationalskillsandattentiontodetail Whatsonoffer: Hybridworkingandasupportive,developmentalenvironment Fullexamsupporttocontinueprogressingyourcareer Thechancetoworkalongsideacollaborativeteamoffinancialplannersandparaplanners Ifyoureamotivatedparaplannerlookingforvariety,challenge,andcareerprogression,wedlovetohearfromyou.