Level 4 with CII or CISI as a minimum Hybrid role Strong independent brand Fram are working with a Wealth Management firm with based in Somerset. Due to growth, they are seeking a level 4 paraplanner to join their experienced paraplanning team. Our client is looking for someone with paraplanning experience, who is happy to support 4 wealth managers in a pod system. The role is hybrid, and the clients are in the UHNW space. This opportunity would suit an experienced paraplanner who wants to work with a strong independent brand, with experience advisors who deal with all areas of advice and investment management. The salary range is dependent on experience and qualification level. Responsibilities will include : Working with advisor to collate advice for client Preparing for client meetings Produce financial planning and investment suitability letter across a range of areas Producing comprehensive and clear suitability letters for clients. Act a point of contact to answer client questions Assist with the development of FP review Liaising with other technical staff in order to ensure a consistent client experience across the Group. Using a wide range of software tools, research practices and processes of analysis to create financial plans. An ideal candidate will have paraplanning experience and must be level 4 with CII or CISI as a minimum, and if interested our client will help you work towards Chartered status. Ideally someone would have experience with, investments, Pensions, VCT, and EIS, but not all essential. Have experience within an IFA all though a restricted background will also be considered.