Paraplanner

I’m working with a well established independent financial planning firm based on the outskirts of Redditch who are looking to appoint an experienced Paraplanner to join their growing team.

Operating for over 15 years, this firm prides itself on delivering truly independent advice and building long term client relationships. You’ll be joining a supportive, collaborative environment where quality of advice and client service genuinely come first.

Reporting to the Paraplanning Team Supervisor, you will provide high level technical support to advisers and play a key role in delivering compliant, client focused advice.

• Writing multi pension and investment suitability reports
• Preparing protection, tax planning and annual review reports
• Identifying and resolving outstanding KYC requirements
• Preparing documentation ready for client sign off
• Liaising with product providers and third parties
• Assisting with tax calculations where required
• Maintaining 35 hours annual CPD
• Supporting the wider team when needed

• Experience with in financial services is essential
• Strong suitability report writing experience
• Working towards or holding Level 4 Diploma in Financial Planning (or equivalent)
• High attention to detail and strong written skills
• Organised and able to manage multiple deadlines
• A proactive, team focused mindset

• 35 hour working week with early finish on Fridays
• 26 days holiday plus bank holidays and holiday purchase scheme
• Contributory pension and death in service benefit
• Discretionary annual bonus
• Ongoing professional development support including funding towards Diploma exams

If you’re a technically strong Paraplanner looking to join a stable, independent firm where your work is valued and development is supported, I’d love to speak with you.