• Support 1-2 Financial Advisers with client meetings • Prepare suitability reports across a wide range of advice types, financial products, and investment solutions • Carry out any necessary technical research • Ensure client records contain sufficient Know Your Client (KYC) information • Ensure the preparation of advice for clients is of the highest quality • Communicate effectively with the Financial Planners • Responsible for managing process, tasks, and complying with FCA guidelines

• Work closely with Geometric’s Financial Planners and Wealth Advisors in support of our comprehensive financial planning offering. • Create and update financial plans using eMoney software. • Draft financial analyses (primarily in Excel) for review by Financial Planners and Wealth Advisors. • Manage relevant notes, tasks, and workflows in the CRM and Google sheets. • Research financial planning topics as needed and keep knowledge databases current. • Coordinate with current Paraplanners to balance workloads.

• Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and supporting documentation in line with regulatory and compliance standards. • Conduct in-depth research on superannuation, investments, insurance, and retirement strategies to support adviser recommendations. • Analyze client financial data, prepare projections, and assist in strategy modelling and product comparisons. • Ensure all advice documents are accurate, compliant, and delivered within agreed turnaround times. • Collaborate closely with Financial Advisers and Client Services team to clarify strategy details and support implementation. • Identify process improvements and contribute to maintaining efficient paraplanning workflows.

• Prepare and support the production of Statements of Advice (SOA) and Records of Advice (ROA). • Manage ongoing client review cycles, including preparation and follow-ups. • Maintain accurate and up-to-date records in CRM systems such as Xplan, AdviserLogic, or Midwinter. • Handle implementation paperwork, including rollovers, superannuation, and new investment applications. • Liaise with product providers to track and manage application progress. • Manage day-to-day client correspondence, ensuring timely and professional communication. • Coordinate adviser diaries, including scheduling meetings and review appointments. • Ensure all documentation and processes meet compliance standards.