Our client operates across the full spectrum of the wealth management value chain, providing services that include financial planning, investment management, platform, trading, settlement, and custody. Its modular and flexible service model allows clients to tailor their business strategies as needed. The group is experiencing rapid growth, driven by strategic acquisitions within the UK wealth and asset management sectors. Due to expanding rapidly through strategic acquisitions, we are recruiting for an experienced Senior Paraplanner. You will provide a technical service to a team of advisers in order to provide clients with a positive experience, report writing support including the production of suitability reports based on client needs and assisting the Paraplanning team to maintain up to date report templates and models. 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 the customer experience follows th...