Paraplanner Banbury Perm Up to 60,000pa Purpose of the Role As a Paraplanner, you will play a pivotal role in supporting our Independent Financial Advisers by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant and tailored to client needs. You will be the analytical backbone of the advice process, helping deliver high-quality, client-centric financial planning. You will act as a quality controller and should feel comfortable challenging advisers if you feel a more appropriate solution is available for a client. Key Responsibilities Adviser Collaboration: Work closely with IFAs to understand client objectives and develop appropriate financial strategies. Research and Analysis: Conduct in-depth research on pensions, investments, protection products, and tax planning solutions. Cashflow Forecasting: Preparing cashflow forecasts to be used in meetings with clients. Suitability Reports: Draft comprehensive suitability reports and financial planning recommendations in line with FCA regulations. Provider Liaison: Communicate with product providers to gather illustrations, valuations, and technical data. Client File Preparation: Ensure all client documentation is complete, accurate, and compliant with internal and regulatory standards. This will include ensuring all new business documentation is completed. Meeting Preparation: Help prepare agendas, documentation, and follow-up actions for client meetings.