About the role We are seeking a Paraplanner to support Financial Planners in providing high-quality advice to clients. This role involves preparing suitability reports, conducting research, ensuring compliance, and helping to develop tailored financial strategies based on client needs. Key Responsibilities: * Prepare detailed, compliant suitability reports and recommendations * Conduct technical research across investments, pensions, tax planning, and protection products * Liaise with clients and product providers to gather relevant information * Analyse client fact finds, risk profiles, and financial objectives * Assist in the preparation and presentation of financial plans * Maintain accurate records on back-office systems. * Keep up to date with financial products, legislation, and industry trends * Work closely with advisers to ensure client needs are met promptly and effectively * Support with annual reviews and ongoing client servicing Skills and Qualifications: Essential: * Diploma in Financial Planning (DipPFS or equivalent) * Minimum 2 years of experience in a paraplanning or similar role * Strong knowledge of pensions, investments, tax planning, and protection * Excellent written and verbal communication skills * Strong attention to detail and accuracy * Proficient in Microsoft Office and financial planning software Desirable: * Progress towards Chartered Financial Planner status * Experience with Transact. * Familiarity with FCA compliance requirements Personal Attributes: * Organised and able to manage multiple tasks efficiently * Analytical mindset and problem-solving skills * Team-oriented with a proactive approach * Discreet and professional with handling sensitive information Benefits: * Competitive salary and performance bonuses * Professional development support and exam sponsorship * Pension scheme and private health insurance * Annual bonus Based on individual and company performance