Clark James Recruitment is working with a highly professional Financial Services business. Due to business expansion our client has an opportunity for a Paraplanner to join the business on a full-time basis. Role We are seeking highly organised Paraplanner to join our dynamic team at an established Independent Financial Advisory (IFA) firm. The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA''s recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients'' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records.