Paraplanner Location: Farnham, Surrey Salary: Competitive, depending on experience Contract: Full-time, Permanent Working Pattern: Office-based / Hybrid considered The Role An excellent opportunity has arisen for a Paraplanner to join an established wealth management practice in Farnham, Surrey. This role would suit either a Junior Paraplanner looking to develop their career or an experienced Level 4 Diploma-qualified Paraplanner looking for their next opportunity. You will work closely with Financial Advisers and the wider support team, providing technical and administrative support throughout the financial planning process. The role offers excellent exposure to a broad range of financial planning work, with the opportunity to develop your technical knowledge and take on increasing responsibility. Key Responsibilities Provide paraplanning support to Financial Advisers. Prepare suitability reports, recommendations and client documentation. Conduct research into investments, pensions and financial products. Complete technical research and analysis to support client recommendations. Assist with client reviews and preparation for Adviser meetings. Analyse client information and financial circumstances. Assist with pension, investment and retirement planning cases. Complete cash-flow modelling and financial planning analysis where required. Prepare meeting packs and supporting documentation. Liaise with product providers, platforms and third parties. Maintain accurate client ..... full job details .....