Paraplanner - 2 days per week in office

Our client is a well-established and highly regarded financial planning firm that has experienced significant growth in recent years. Through a combination of strategic expansion and a strong commitment to client outcomes, they have built a reputation for delivering high-quality, tailored advice. With continued growth plans in place, they are now looking to strengthen their technical team by adding an experienced Paraplanner to their Bath office.This is an excellent opportunity to join a forward-thinking business that genuinely invests in its people. You will be part of a collaborative and professional environment where technical excellence is valued, and career progression is actively supported.The Role:Working closely with Financial Advisers, you will play a key role in supporting the delivery of holistic financial planning advice. This position offers a broad range of responsibilities and the opportunity to further develop your technical expertise across multiple areas of financial planning.Key Responsibilities:Producing high-quality suitability reports and supporting documentationConducting detailed research to identify suitable financial planning solutionsProviding technical support to advisers across pensions, investments, trusts, and IHT planningPreparing client review documentation, including investment and pension analysisUndertaking cashflow modelling and supporting client strategy discussionsPerforming technical calculations including CGT, pension benefits, and ..... full job details .....