A superb role has arisen within a long established Essex based IFA/Wealth Manager. We are currently seeking a skilled IFA Support/ Trainee Paraplanner to join their team in Brentwood, Essex. This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service. Key Responsibilities Technical Support: Prepare and compile financial planning reports, including suitability reports and technical research. Client Support: Assist advisers with client queries and provide administrative support to ensure a seamless client journey. Compliance: Ensure all documentation and processes adhere to FCA regulations and internal compliance standards. Data Management: Update and maintain client records on Intelligent Office (IO) and other relevant systems. Financial Plans: Analyse client portfolios and make recommendations in line with their financial goals and objectives. Collaboration : Liaise with advisers, product providers, and other team members to support the advice process effectively. Process Improvement: Assist in the development of workflows, templates, and systems to improve operational efficiency. Client Meetings : Provide pre- and post-meeting support, including preparing packs and following up on action points. This is a progressive opportunity for a skilled administrator with a level of experience within Financial Services Administration and is available immediately.