Our client is a top 50 leading independent advisor of Accounting, Business Advisory and Wealth Management services. With 8 offices based throughout the UK, our client employer over 300 partners and staff providing trusted advice to clients across the UK. A Paraplanner is now required to join the successful and growing Financial Planning/Wealth Management team. This opportunity will provide the incumbent with an excellent platform to develop a successful career in buoyant industry. With an enviable reputation for training, nurturing, and developing all staff and offering unrivalled career development opportunities. Working as part of a team to deliver first class client service, the key elements of the role include: " Liaising with financial planning consultants to understand client objectives " Carrying out research and preparing illustrations " Preparing suitability letters and reports " Using cash flow modelling software and analytical tools " Using our database system to keep accurate records " Ensuring that we remain compliant in line with FCA regulation ENTRY REQUIREMENTS: To be considered for this position, applicants will need to have: " Minimum Diploma or Regulated Diploma in Financial Planning (or equivalent) " At least 2 years' experience in a similar technical role " Excellent communication skills WHY WORK FOR OUR CLIENT? " Work for a top 50 award winning professional services firm " They offer an excellent reputation for training staff in a friendly and welcoming environment " Clear career opportunities and progression paths " Focus on work/life balance - flexible working patterns/locations " Pay progression linked to role development " High levels of staff engagement around the firm's values " Great social life and involvement in community and charitable initiatives " Part of a national and international network of firms with global opportunities " A diverse work family REF: 14200