Paraplanner

This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm.

As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other.

Paraplanners in this team enjoy the role as it provides a variety of cases, product types and levels of complexity, keeping the role interesting and varied. Your duties as a Paraplanner will include:

Undertaking research as part of the financial planning review process

Prepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriate

Analysing existing investment portfolios and providing comparison to suitable benchmarks

Prepare and interpret complex information as part of the review process

Research and review new and existing legislation to ensure your knowledge remains fresh

Paraplanner Requirements

You should have experience as a Paraplanner

You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this

You should have experience in undertaking financial planning research and preparing accurate suitability reports

Experience with in an IFA environment would be preferred

Paraplanner Benefits

Salary of £34,000 - £46,000 depending on experience

3 days office based in Bromsgrove and 2 days from home

Varied working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your schedule

Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year’s service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts

The business is committed to professional development for their team and will be open to facilitating your career plans

Locations

Bromsgrove

Call us now on (phone number removed) or click Apply

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