The Company: Nationally renowned, growth orientated wealth management firm looking to add an experienced Paraplanner to their technical adviser support team. A progressive, forward-thinking financial advisory business who are part of a wider group and looking to expand as we head into the latter part of 2025. Office Location: Chesterfield Working Setup: Hybrid - 3-days in the office and 2-days WFHPackage: £35-40k DOE + discretionary bonus and full company benefitsBenefits: Pension, 4xDIS, 23-days holiday + stats plus a full company flex benefits packageWorking hours: 37.5hrs p/wThe Role: A broad research/report writing role supporting multiple high performing financial advisers. Your responsibilities include, but are not limited to the following:Once in receipt of a completed ''fact find'' and client meeting sheet collate all the relevant quantitative detailed information required to compile a financial services report.Discuss the client''s needs and objectives with the relevant adviser. Undertake research to identify suitable solutions to meet the client''s needs and objectives.Prepare information for analysis by the adviser.Prepare and discuss draft recommendation report with the relevant adviser.Prepare Cashflow report where relevantPrepare suitability reports in accordance with the agreed recommendations.Review investment portfolio, asset allocation, risk profile etc.Assist with annual rebalance of model portfoliosThe Person: You will be Diploma qualified (or close to) ..... full job details .....