We are looking for an experienced Paraplanner to join our client's expanding team based near Market Harborough. You will be working for a dynamic wealth management firm that offers holistic Financial Advice to clients around the world. Responsibilities: Working closely with product providers to obtain information and process business Preparing recommendations for clients alongside advisers and writing suitability reports Answering client enquiries via telephone and email, resolving these in a professional and timely manner Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items. Preparing review documents for clients, including bespoke illustrations and valuations Conducting detailed analysis of investments, assessing performance and cost Ensure compliance with industry regulations and internal policies in all financial plans and recommendations. Experience & Qualifications: At least 2 years experience working as a paraplanner or within a financial advisory firm Previous St James's Place experience would be strongly advantageous Intermediate-level Microsoft Suite – Outlook, Office, Word and Excel Confident communicating with clients and 3rd party providers Excellent attention to detail, organisational, and time management skills Open to receiving candid feedback in order to enhance your progression