We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world. Responsibilities: - Working closely with product providers to obtain information and process business - Preparing recommendations for clients alongside advisers and writing suitability reports - Answering client enquiries via telephone and email, resolving these in a professional and timely manner - Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items. - Preparing review documents for clients including bespoke illustrations and valuations - Conducting detailed analysis of investments, assessing performance and cost - Ensure compliance with industry regulations and internal policies in all financial plans and recommendations. Experience & Qualifications: - At least 2 years experience working as a paraplanner or within a financial advisory firm - Previous St James's Place experience would be strongly advantageous - Intermediate level Microsoft Suite – Outlook, Office, Word and Excel - Confident communicating with clients and 3rd party providers - Excellent attention to detail, organisational, and time management skills - Open to receiving candid feedback in order to enhance your progression