Employment Type: Full-Time | Hybrid (2 days WFH) Our client, a highly regarded financial planning firm near Hemel Hempstead, is looking for an experienced Technical Paraplanner to join their collaborative and friendly team. This is an exciting opportunity to work in a business that prioritises exceptional client service and team cohesion.You’ll be working closely with Managing Directors, Chartered Financial Planners, Wealth Advisers, and Investment Specialists to provide high-quality advice and technical support to a loyal and growing client base.Key Responsibilities:Drafting detailed advice letters and suitability reports covering pensions, investments, and income drawdownPreparing comprehensive review documents and content for annual client meetingsCreating accurate and insightful cashflow models to support financial planning recommendationsConducting in-depth technical research for client strategiesProviding technical assistance on complex client queriesCollaborating with internal teams to ensure seamless client serviceAttending occasional client meetings (most meetings are held in-house)Required Skills & Experience:Diploma in Financial Planning (Level 4 qualified)Strong understanding of the financial planning processExcellent written and verbal communication skillsHigh attention to detail and strong analytical abilitiesAbility to manage multiple priorities and deadlinesAdvanced Microsoft Office skills (especially ...