We are thrilled to be recruiting on behalf of a Financial Planning business in Norwich who are currently seeking to appoint a Financial Paraplanner to join their successful team. You will be responsible for providing a research, analysis and technical report writing service to enable good client outcomes in line with agreed service levels, company policies and values. Key Duties: Review client files to understand personal and financial circumstances including their goals and investment risk profile. Identify gaps in the file documentation. Analyse clients existing arrangements to determine their ongoing financial planning to meet clients’ goals. Undertake and review tax calculations. Undertake research, producing quotes and illustrations on potential solutions. Ensure all relevant systems are up to date. Manage own workload effectively and meet productivity KPI’s. Skills & Experience Required: Qualified / part qualified paraplanner. Experience in building and maintaining a solid business support team is paramount. Ensuring all tasks are carried out within FCA Regulatory requirements. Maintain a full understanding of the financial services market. Experience of providing excellent customer service to high net worth clients.