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Permanent

Paraplanner

Bromsgrove
money-bag 34000.00-34000.00 Annual
3085443787
Posted Today

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 processPrepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriateAnalysing existing investment portfolios and providing comparison to suitable benchmarksPrepare and interpret complex information as part of the review processResearch and review new and existing legislation to ensure your knowledge remains freshParaplanner RequirementsYou should have experience as a ParaplannerYou should ideally hold your Level 4 Diploma in Financial Planning or be working towards thisYou should have experience in undertaking financial planning research and preparing accurate suitability reportsExperience within an IFA environment would be preferredParaplanner BenefitsSalary of £34,000 - £46,000 depending on experience3 days office based in Bromsgrove and 2 days from homeVaried working times available of 8am - 4pm, ..... full job details .....

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