We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals. Key Responsibilities: - Collaborate with financial advisors to prepare detailed financial plans and investment reports. - Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings. - Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant) - Conduct product and fund research to support investment recommendations. - Ensure that all planning recommendations are compliant with regulatory and internal standards. - Maintain accurate and up-to-date client records in CRM and planning systems. - Provide general administrative support to advisors as needed. Qualifications: - Previous experience in a financial planning or wealth management firm - Knowledge and experience of wide range of financial services products - Confidence in determining the advice journey. - Strong analytical skills with attention to detail - Excellent written and verbal communication skills - Ability to prioritise tasks and manage time effectively. Benefits: - Competitive salary and bonus potential - Death in Service and ..... full job details .....