An established financial planning firm is seeking an experienced professional to support its technical department in delivering high-quality client outcomes while ensuring business objectives and regulatory obligations are met. This role involves preparing review packs for client meetings, drafting client reports and recommendation letters, and compiling advice packs along with application and nomination forms. Responsibilities also include submitting requests for information to providers, undertaking cashflow planning, and conducting research using internal tools. Maintaining accurate client records on IO and SharePoint will also form part of the role. A minimum of two years of experience in paraplanning or technical report writing within financial services is required. This experience may have been gained in a technical support or paraplanning role. Ideally, candidates will hold at least a Level 4 qualification and may be working towards Chartered status. A strong understanding of relevant regulation and legislation, as well as investment, retirement, and protection products, is essential. The ability to assess attitude to risk and demonstrate excellent written and verbal communication skills is also important. We are particularly keen to hear from individuals available to start within a month, though we welcome applications from all qualified candidates.