My Well established Financial Services client are looking for a a detail-oriented and proactive Paraplanner to join their team. The successful candidate will play a crucial role in supporting Investment Director and Financial Advisers by preparing comprehensive financial plans, conducting research, and ensuring compliance with regulatory requirements. Duties:- Assist in the preparation of financial plans and reports for clients. Conduct thorough research on financial products and market trends using FE Analytics and Intelliflo. Undertake client reviews, set up model portfolios and undertake switches and rebalances. Obtaining client valuations both on the platforms and with other providers Preparing and sending client Income Drawdown Review Reports (including cashflow projections using CashCalc software) Maintaining wrap platforms including submitting applications and chasing to completion Analyse client data to provide tailored recommendations. Maintain accurate records and documentation to support all compliance. Communicate effectively with clients to gather necessary information. Key Skills: Must have proven capability of being a Paraplanner within Financial Services previously Essential you hold the Financial Planning Diploma You must have experience with Wrap platforms knowledge of Standard Life and Aviva is essential, and some knowledge of AXA is also advantageous Knowledge of FE Analytics and Intellif Experience with using Intelligent Office back-office system is a