Job Description Paraplanner About the Company: We’re hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals — from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and commitment to quality advice. Top 3 Things to Know About this Job: Established, reputable financial planning firm with a supportive, professional team Varied workload across pensions, investments, and protection Hybrid working with excellent progression opportunities Key Responsibilities: Prepare detailed Financial Planning Reports for Advisers to present to clients Conduct research and analysis on financial products and solutions to support tailored recommendations Assist with client reviews and handle day-to-day client queries Submit and monitor applications with product providers Maintain accurate and compliant client records within the company’s systems Prepare client review packs, illustrations, and documentation as required Keep up to date with financial products, legislation, and regulatory changes Work in line with firm and industry guidelines, maintaining compliance and data integrity standards Requirements: Proven experience within a financial advice or wealth management firm, including report writing and technical support Diploma-qualified (or working towards this) preferred, though strong paraplanning experience will also be considered Excellent written and verbal communication skills with strong attention to detail Analytical and problem-solving skills, with the ability to interpret complex information Reliable, organised, and able to manage multiple tasks and deadlines Team player with a professional and positive approach