Recruit UK are supporting a well-established Wealth Management firm based in Dorset, with a growing presence across the UK. The business provides tailored financial advice to a broad client base, supported by experienced teams across advice, paraplanning, compliance and operations.The firm has built a reputation for delivering high-quality financial planning and they''re now focusing on improving processes and scaling their advice offering.The OpportunityThis is a Senior Paraplanner position within a forward-thinking advisory firm, offering exposure to a wide range of client cases. You''ll work closely with Financial Advisers across the full advice process, playing a key role in delivering detailed and compliant recommendations. You''ll gain exposure to more complex cases, adding further variety to the role.Key ResponsibilitiesUndertake detailed research across pensions, investments, protection, tax and estate planningAnalyse client circumstances, objectives and existing arrangementsPrepare detailed suitability reports and recommendation lettersSupport Financial Advisers through the full advice processUse cashflow modelling tools to support client outcomes and recommendationsLiaise with providers to obtain quotations, projections and technical informationEnsure all work meets FCA standards and internal compliance requirementsPrepare client meeting packs and technical documentationContribute to improving internal processes and technical standardsSkills and Experience ..... full job details .....