The Role Our client is looking for a dedicated and proactive Paraplanner to join their expanding team, where you will be at the heart of supporting a team of high-performing Advisers. This critical role involves undertaking essential paraplanner duties while working alongside an experienced and dynamic team. You will play an integral part in helping deliver tailored financial solutions and exceptional service to clients. The Business Our client is a well-respected Financial Planning firm with a strong reputation in the industry. They take immense pride in their work, placing a high emphasis on client care and offering bespoke solutions tailored to individual needs. The team fosters long-standing relationships with clients, resulting in an outstanding client-retention rate and a collaborative and supportive working environment. Key Responsibilities Conduct detailed investment portfolio analysis, ensuring the appropriate asset allocation in line with the client s risk profile. Prepare a range of documents including investment, pension, and protection illustrations, projections, and associated documentation, with a particular focus on pension replacement and decumulation. Draft and present suitability reports, client service agreement letters, and assist with checking valuations. Maintain client files in compliance with both FCA regulations and internal policies and procedures, ensuring quality and accuracy. Work closely with Advisers to ensure all client queries are addressed ..... full job details .....