Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients. Key Responsibilities: - Conducting extensive research and providing Advisers with technical assessments and reports. - Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries. - Produce technical and compliant suitability letters. - Provide advisers with strong technical advice and guidance backed up by fully researched client solutions. - Manage complex cases and find solutions to technical problems - Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes. - Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning. - Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained. - Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations. - Help highlight operational areas of improvement and assist with any changes made. - Take an analytical approach to making client recommendations and use good data skills to support these. - Translate complex information into easy-to-understand client correspondence - Ensure all work meets all compliance, high ethical standards and reflects the company values - Contribute to the team’s work enjoyment, growth, and success The successful candidate will have experience of the following: - Complex IHT and Estate Planning - VCT, EIS and BR Products - Pension/retirement planning - Carry forward and lifetime allowance calculations - Structured products - Trusts