A first-class opportunity has arisen to join a highly regarded and exclusive wealth planning based out of Bishops Stortford.This is a fantastic role within a collaborative Advice Team, supporting an experienced Chartered Adviser and playing a key part in delivering high-quality, planning-led financial advice.The RoleAs a Paraplanner, you will be responsible for producing technically robust financial planning outputs and supporting the delivery of clear, client-focused recommendations.Key responsibilities include:Preparing detailed financial plans, suitability reports, and recommendation documentsBuilding and analysing cashflow models and planning scenariosConducting research across pensions, investments, and tax planningSupporting client meetings, with opportunities to attend and present elements over timeMaintaining accurate and compliant client recordsLiaising with platforms, providers, and third partiesWorking closely with Advisers and Client Managers to ensure a seamless client journeyAbout YouIdeally 2+ years'' paraplanning experience (less considered for the right candidate)Level 4 Diploma in Regulated Financial Planning (essential)Progressing towards Chartered status (preferred)Strong technical knowledge across pensions, investments, and tax planningExperience with cashflow modelling and report writingHighly organised with excellent attention to detailConfident communicator with a proactive and collaborative approachPersonality and cultural fit are just as important ..... full job details .....