Paraplanner We are looking for a paraplanner to join our successful and award-winning firm of Chartered Financial Planners and to support the business and our Financial Planners in the delivery our service proposition to clients. What you''ll do Partnering with Advisors: Build strong relationships with our advisors, keeping communication open and proactive to ensure client needs and objectives are always met. Diving into the Details: Use your analytical mindset to conduct in-depth technical research and data analysis, preparing tailored illustrations and insights that empower our clients. Being a Client Champion: Reach out to clients after meetings, providing clear answers to technical queries and making sure they feel supported every step of the way. Spotting Opportunities: Proactively identify and suggest investment and tax-saving solutions that can really make a difference to our clients financial futures. Upholding Standards: Take pride in your work by consistently meeting compliance requirements, ensuring we re always delivering advice and service to the highest standard. Staying Ahead of the Curve: Keep our paraplanning report templates up to date with the latest product and legislative changes, ensuring all documentation reflects current best practice. Investing in Yourself: Stay current with industry knowledge through ongoing CPD and meet FCA, CII, and company standards we ll support you every step of the way. Owning Your Work: Effectively prioritise and manage ..... full job details .....