Paraplanner

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

The vacancy is available due to their current Paraplanners
progressing internally within the business which is something the business pride
themselves on.  

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 within an IFA environment would be
  preferred

Paraplanner Benefits

• Salary of £35,000 – £45,000 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 0208 0044 154 or click Apply

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