We are seeking a dedicated and detail-oriented Paraplanner to join our financial services team. The ideal candidate will play a crucial role in supporting financial planners by preparing comprehensive reports, conducting research, and ensuring that all client documentation is meticulously organised. This position requires a strong understanding of financial planning principles and exceptional administrative skills to enhance the efficiency of our operations. Responsibilities Assist in the preparation of financial plans and investment proposals for clients. Conduct thorough research on financial products, market trends, and regulatory changes to inform planning strategies. Prepare detailed reports and documentation for client meetings, ensuring accuracy and compliance with industry standards. Maintain organised records of client information, correspondence, and financial documents. Provide excellent customer service by responding to client inquiries and addressing their needs promptly. Collaborate with financial planners to analyse client portfolios and recommend adjustments as necessary. Utilise IT systems effectively to manage data and streamline processes within the office environment. Demonstrate strong time management skills to prioritise tasks and meet deadlines consistently. Qualifications Previous experience in paraplanning is essential, we are happy to look at technical IFA admin support with qualifications who are looking to move into paraplanning Strong administrative skills with a keen eye for detail and accuracy in report writing. Excellent organisational abilities to manage multiple tasks efficiently. Proficient in analysing financial data and preparing comprehensive documentation. Exceptional customer service skills with the ability to communicate effectively with clients and colleagues alike. Familiarity with IT tools and office software to enhance productivity within the role. A proactive approach to problem-solving and a willingness to learn about new financial products and regulations. If you are passionate about supporting clients in their financial journeys and possess the necessary skills, we encourage you to apply for this rewarding opportunity as a Paraplanner.