Our client provides a broad range of independent advice across financial planning, wealth and investment management services. As a private equity backed business, there has never been a better time to join them as they continue to grow, acquire and integrate advice business across the UK. They are award winning, regularly in the financial press and are making impactful change to clients lives with their expert advice and guidance. Excitingly, various newly created opportunities are now available across all their national offices for Paraplanners to join. Job Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements. To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given. Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care. Provide guidance to advisers on aspects of specific cases to support good consumer outcomes. To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role. Use standard template documentation approved by the company Update workflow records to facilitate the produ...