Senior Paraplanner 40,000- 50,000 Warwick Hybrid Working after successfully completing Probation Private Medical Insurance Health Cash plan Our client is a well-established Wealth Management practice who provide Holistic Financial Planning advice to their Clients. They now have an outstanding opportunity for an experienced Paraplanner to join their thriving Business who are based in the Warwick area. The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets. Responsibilities " Develop and maintain effective relationships with clients and colleagues. " Prepare suitability reports appropriate to level of experience and under relevant supervision. " Ensure all relevant compliance paperwork has been carried out. " Carry out technical research as part of the existing arrangement review process. " Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures. " Maintain awareness of, and act in accordance with, all Compliance and legislative obligations. " Obtain data on in-house and third party products in order to provide technical valuations as required. " Discuss client objectives ..... full job details .....