Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Falkirk offices. The business is going from strength to strength, with rapid growth and expansion through acquisition with Private Equity backing. Our client is a well-known, award winning and trusted brand, there has never been a better time to join them than now. Main duties The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the Wealth Planning Advisers includes: * Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate * Providing accurate, timely and compliant suitability reports from template format * Utilising all technology to produce accurate solutions for clients * Carrying out relevant financial calculations on behalf of the advisers * Proactive self-development and understanding industry changes * Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements * Effectively communicating at all times both internally and externally - verbal and in writing * Working with the adviser to gather sufficient client information, including delegat...