We are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic financial planning team. The successful candidate will play a crucial role in supporting financial advisers by preparing comprehensive reports and assisting in the development of financial plans for clients. This position is ideal for individuals looking to build a career in financial services while honing their organisational and analytical skills. This role is designed for someone that has had exposure to paraplanning / perhaps working on some reports / supporting a senior paraplanner and are now looking to take the next step up in their career. If you are currently working in a senior IFA admin role this would also be a potential suitable role for career development. Duties Assist in the preparation of financial plans and investment proposals for clients. Conduct research on various financial products and services to support advisers' recommendations. Prepare detailed reports and documentation, ensuring accuracy and compliance with regulatory requirements. Maintain client records and ensure all information is up-to-date within the office systems. Liaise with clients, providing excellent customer service and responding to inquiries promptly. Collaborate with team members to streamline processes and improve efficiency within the office. Utilise Microsoft Excel and Word for data analysis, report writing, and documentation purposes. Skills Strong organisational skills with the ability to manage multiple tasks effectively. Excellent time management skills to prioritise workloads and meet deadlines. Experience in working in IFA office in an administration capacity or as a trainee paraplanner Effective communication skills, both verbal and written, to convey information clearly. Knowledge of financial service products such as Pensions & Investments. Join us as a Junior Paraplanner and take the first step towards a rewarding career in financial plan