Our client is looking for an experienced Paraplanner to join their team, based in their Weybridge office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice. This will be a hybrid working role, based 2-3 days a week in Weybridge. Main responsibilities - The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English. - Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner. - You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. - This includes company and departmental training, competence, and development initiatives. - Commitment to pass basic internal financial industry exams set by within 3 months of employment. - Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations. - Have a thorough understanding of the the Company's advice process, reporting format, pre-approval process and regulatory requirements. - Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice. This includes: - All aspects of a good customer experience. - Assist your paraplanning colleagues in busy periods. - Identifying any process improvements that can be made. - Continue to effectively promote the Central Paraplanning Team’s positive team culture and dynamic by working closely with other teams and departments.