Job Title : Paraplanner About Our Client : Our client is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships. Their services include: • Wealth Management • Tax Planning • Pension and Retirement Planning • Estate Planning Package Details : The successful candidate will receive a Salary of £35,000-£45,000 Per Annum Other benefits include: • 25 days of base holiday. • Private medical care after probation, with the option to add a partner at personal cost. • 5% gross employer contribution to the pension. • Health insurance providing 50% salary until retirement in case of serious illness. • Four times life cover. • Paid car parking. • Discretionary bonus pool. • Hybrid working option after probation (up to two days at home per week). • Support for exams and personal mentoring. • Bonus Structure • Progression opportunities to move into advising long term if this is of interest and aligns with your goals. Duties and Responsibilities: Your duties will include but not be limited to: • Support the advice process, including client liaison and communication. • Produce standard and customised reports, including suitability reports, meeting notes, and review letters. • Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers. • Attend client meetings, take notes, and follow up with actionable items. • Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner. • Work to deadlines, coordinating with operations and advisory teams to manage peak periods. • Uphold regulatory compliance throughout the advice process. The Ideal Employee : The ideal candidate should possess the following: • Minimum of 3 years of experience, preferably in an IFA environment. • Level 4 Diploma or active progress towards it. • Strong knowledge of financial services products, particularly pensions and pension legislation. • Proficiency in client communication across various formats (face-to-face, written, verbal). • Familiarity with Curo/Time4Advice and Transact platform (preferred but not essential). • Ability to work efficiently in a busy environment and collaborate with colleagues. Experience required: Minimum of 3 years of experience in a busy IFA practice Qualifications required: Level 4 Diploma or active progress towards it.