Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth and expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Chesham regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office s