Job Title: ParaplannerLocation: BanburySector: Financial PlanningSalary: NegotiableAbout the CompanyAn established and reputable financial planning and wealth management firm, known for delivering high-quality advice and investment solutions to private clients. The business promotes a culture of professionalism, integrity, and long-term client relationships.The OpportunityA fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and another financial planner and you will play a key role in supporting the these planners through report writing, technical research, and cash-flow modelling.There is a good benefits package along with an opportunity to progress to an advisor position in the near future, if desired.Key ResponsibilitiesProduce and package financial reports for a variety of Pensions, and Investment products.Create and compile reports, illustrations and fund research.Answer technical queries and liaise with clients as and when needed.Perform cash flow modelling and maintain up-to-date knowledge of products and platforms.Attend client Meetings with the financial planner on occasionAbout YouQualifications and Experience:Diploma qualified (Desireable)Previous experience as a Paraplanner. (Essential)Strong understanding of financial products, platforms, and compliance requirements.Skills and Attributes:Excellent communication and time management ..... full job details .....