Do you have an analytical and client focused mindset? Are you passionate about financial planning?Our client, a leading specialist in investment management and financial planning, is looking for a Paraplanner to join their team. This role would suit someone with some paraplanner experience who is looking to develop their career in a collaborative work environment. About the role: Undertake client risk assessments and research Prepare suitability letter and recommendation reports for a range of products Assist with planning, including income planning, IHT and tax calculations Undertake calculations including pensions carry forward, tapered annual allowances and income tax Manage project work and time sensitive client communications Work with the wider team to provide excellent client service About you: CII PFS Diploma qualified, with experience as a Paraplanner Excellent numeracy and literacy skills (minimum GCSE grades A-C/5-9 in Maths and English) Strong computer skills, including competency in Word, Excel, and client record/database systems Excellent attention to detail, strong organisation, and time management skills Critical thinker with strong problem-solving abilities Ability to manage multiple tasks and meet deadlines in a fast-paced environment Strong written and verbal communication skills If you are an analytical professional with a passion for financial planning and a commitment to delivering high-quality work, we would love to hear from you.