Are you interested in working for a rapidly evolving company?; Interested in working with an industry varied client base across the SME market?; Ready to become a leader in your specialist field? Who are Azets Azets are a leading firm of Accountants and Business Advisers and Wealth Management Specialists operating across the UK, Ireland and the Nordics. We have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices We are a top ten accountancy firm in the UK and are the number one largest SME practice. Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients. The opportunity: We are looking for a Diploma qualified Paraplanner to join our team. Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners. Day to day duties: To provide technical and research support to the Advisers and assist the support team and compliance department where necessary Assisting the Financial Advisers in establishing new client relationships and servicing existing relationships including meeting clients where appropriate Preparing financial statements to support development of each client’s strategy. This may involve the use of Financial Planning software tools. Carrying out research and analysing products and services that are appropriate to each client’s circumstances Proposing and drafting financial solutions that meet each client’s goals, needs and objectives Ensure all recommendations meet with company standards and compliance Collate research, illustrations and appropriate paperwork and assist with the accurate completion of application and proposal forms Learn and maintain a detailed understanding of the firm’s centralised investment proposition and relevant internal procedures Ensure client records are maintained and information is correctly recorded on the back office system Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside the firm What are we looking for? CII Level 4 Diploma, or equivalent Desire to reach Chartered status with our support Several years experience of working within an Independent Financial Adviser practice Strong organisational and planning skills Effective communication skills Strong analytical and numerical skills Thrive working as part of a team but able and willing to work on own initiative, sometimes for long time periods Strong IT skills, MS Office, MS Teams, Excel and Outlook Experience of Intelligent Office preferable but not essential Proficiency & experience with a variety of providers and investment products Proficiency with cashflow planning software and research tools such as FE Analytics What's in it for you? Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK Interested in hearing more about Life at Azets LI-hybridLI-CM1 WealthManagement APPLY SAVE JOB