Paraplanner - St Albans (Office-Based)Location: St Albans, Office-BasedJob Types: Full-time, PermanentJob ID: 10240About the Role: A well-established financial planning practice in St Albans is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes.Your role will include, but not be limited to:Conduct fact-finding and analyse client information, including objectives and risk profilesResearch and compare financial products across pensions, investments, and protectionBuild cashflow models and retirement forecasts using Voyant or CashCalcDraft suitability letters and technical reports in line with FCA guidancePrepare illustrations, provider packs, and key documentsSupport advisers in client review meetingsLiaise with compliance to ensure all files are audit-readyManage case progression and communicate directly with product providersProduce one-page summaries and client-facing documentationMaintain accurate client records and ensure compliance documentation is up to dateSkills and experience required:CII Level 4 Diploma in Regulated Financial PlanningCII Certificate in Paraplanning or CISI recognised qualification advantageousStrong technical knowledge of pensions, investment planning, taxation, and FCA rulesPrevious experience using cashflow modelling softwareStrong written communication and report writing ..... full job details .....