My client are a dynamic IFA who believe great financial planning can change lives. Their mission is to help everyone live happy and fulfilled lives through the wonder of financial planning. We are driven by our Core Values : Excellence , Ambition , Respect , Optimism , and Helping Others . Join a team that’s redefining financial services for the modern client—where creativity meets technical precision, and where your expertise makes a genuine impact. Your Role at a Glance As a Chartered Paraplanner (or working towards) within a Private Office, you will be the go-to technical expert for UHNW and core clients. Working closely with the Directors & Senior Management team, you’ll design and deliver high-quality, personalised financial plans with strategic insight and absolute attention to detail. Key Responsibilities Develop and review bespoke financial plans across pensions, investments, and protection Prepare detailed suitability reports and recommendations Handle complex queries and act as the technical lead for your team Maintain compliance and regulatory standards across all activities Collaborate with internal leaders and third-party professionals to create joined-up solutions Keep abreast of market developments and ...