Permanent ParaplannerUp to 60k salaryCentral London Hybrid working, 3 days at home and 2 days in the office per week About the companyA leading financial management firm dedicated to providing personalised financial planning and investment services. The team is committed to delivering exceptional client experiences and tailored solutions to meet the unique needs of each client. They pride themselves on their collaborative and supportive work environment, fostering professional growth and development.What you will be doing day to dayCreate and deliver high-quality, compliant, and timely suitability reports to RFP and clientsAttend client meetings with Financial Planner to assist with understanding client needs and produce associated meeting notes/documentsRespond to client queries where appropriateSupport the Financial Planner in managing and delivering the ongoing client service strategyPrepare Annual Review documentation, including cashflow modelling where appropriateProactively work with the Paraplanning Manager and team to deliver resultsWhat you will need to succeedClient-centric approach with excellent communication and organisational skills.Strong understanding of the advice process and ability to identify appropriate solutions for clients.Ability to analyse features, benefits, and risks of products/policies and make confident recommendations.Excellent understanding of risk and governance frameworks and the regulatory environmentProficiency in MS Office Systems, report