Our client is seeking a talented Paraplanner to join their team, with the option to be based in Durham. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Key Responsibilities: Adherence to Management System & Controls Maintain an up-to-date knowledge of company policies and procedures Ensure timely execution of adviser instructions Work with colleagues to ensure adherence to company procedures and standards Refer all client complaints and concerns promptly to your Manager, the Adviser and the Compliance Officer Ensure all client documents and relevant correspondence is saved to client files to ensure advice files are complete Maintain records according to the company standard Effective Communication & Support Communicate with colleagues, clients and product providers as needed Attend regular Paraplanning meetings to discuss ongoing work and ensure advice approach across the team is similar Assist the wider team when needed and when there is capacity to do so Preparation of Advice Produce financial planning reports for consideration and signoff by advisers, taking into account standards for suitability and quality Analyse client portfolios/products and other relevant information in order to prepare the above Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client Prepare cash flow analysis as required Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations Liaise with the Compliance department as necessary throughout the advice process Be a point of technical reference for advisers Build and maintain various company/ provider panels Reporting Maintain the workflow log, including the addition of new work requests and updating of completed work Ensure that work items are closed correctly on the CRM once the work has been carried out The successful candidate will have experience in the following: Complex IHT and Estate Planning VCT, EIS and BR Products Pension/retirement planning Carry forward and lifetime allowance calculations Structured products Trusts