We are currently working with a well-established, family-oriented Independent Financial Advisers in Leicestershire, who is looking for a personable, bright, and articulate Paraplanner, to join their Paraplanning department. You must have experience working in a similar role, undertaking similar tasks, and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues. Duties and responsibilities include: Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision. You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience The ideal candidate will have: Experience of produci