Paraplanner Role at a Leading Financial Services Firm Join a top-tier financial firm renowned for serving over 1000 clients, including families, pension funds, trusts, and charities. Why Join? Be part of a team that values relationships, transparency, and trust. Over 50 years of collective industry expertise and immerse yourself in a comprehensive financial planning environment. Key Responsibilities - Analysis: Conduct client needs assessments, develop cash flow models, and record data. - Solutions: Design financial plans covering investment, retirement, tax, and more. - Recommendations: Prepare reports, manage client files, and coordinate advice. - Reviews: Update models and conduct performance reviews. - Client Relationships: Address client needs via phone, email, and meetings. - Coordination: Work with the Financial Planning team to prepare applications and forms. - Partners: Collaborate with solicitors and accountants for action plans. Requirements - Chartered Financial Planner status preferred or a willingness to obtain it. - Minimum Diploma in Financial Planning. - At least four years of industry experience. - Strong administrative, research, and communication skills. Benefits Competitive salary (salary will reflect experience and qualifications, neg), PMI. Pension, 25 Days Holiday BH, Hybrid, Discretionary bonus, EA, Flex bens. Be part of a team where your skills and dedication are valued and rewarded.