We re looking for an exceptional and experienced (ideally level 4 qualified but this is not essential) Paraplanner to join our client''s dynamic and rapidly expanding national IFA business. The Company Founded in Worcester but with a growing national footprint, our client design and build financial plans for private individuals, business owners and corporate clients that fit perfectly with their unique requirements and needs. The Requirements You ll be an ambitious team player in possession of a growth mindset and a strong work ethic, have a keen eye for detail and be prepared to always go that extra mile for the good of the client and your colleagues. In addition, you ll also have a care for community, the world around us and a strong social and moral compass. This is predominantly an office based role in Worcester. The Role To assist in and support the functioning of their technical department and in the achievement and delivery of outstanding client outcomes, business objectives and regulatory obligations. Responsibilities will include, but not be limited to: • Preparing review packs for client meetings. • Writing client reports and recommendations letters. • Preparing advice packs and application/nomination forms. • Submitting Requests for Information to providers • Keying amendments and adjustments to policies and new applications. • Cashflow planning. • Research, using available various tools. • Submitting business and maintaining client records on their systems ..... full job details .....