This is an exciting opportunity for a Senior Paraplanner to join a well-regarded professional Finance services team in Cheltenham. The role requires a detail-oriented individual to provide high-quality support within the legal department. Client Details Our client is a respected organisation within the professional services industry, known for its commitment to excellence. They are a medium-sized firm offering comprehensive services and support to their clients. Description * Prepare detailed and accurate reports for clients in collaboration with advisors. * Conduct research and analyse financial information to support client solutions. * Ensure compliance with regulatory and legal requirements in all documentation. * Assist in preparing and updating financial plans and investment reviews. * Maintain client records and manage relevant documentation effectively. * Provide technical support to advisors and other team members. * Ensure timely and accurate completion of administrative tasks. * Contribute to the development and improvement of internal processes. Profile A successful Senior Paraplanner should have: * Strong knowledge of financial and legal processes within professional services. * A relevant qualification in financial planning or paraplanning. * Excellent analytical and problem-solving skills. * Proficiency in using financial software and tools. * Attention to detail and the ability to manage mu...