Qualified ParaplannerLocation: EdgbastonSalary: Up to £45,000 (dependent on experience)Role PurposeAn excellent opportunity has arisen for an experienced Paraplanner to join a professional and client-focused financial planning team in Edgbaston.You will work closely with Financial Planners to deliver compliant, high-quality advice, ensuring clients receive clear, well-researched and professionally prepared suitability reports and recommendations.This role is ideal for a technically strong paraplanner who enjoys research, report writing, and contributing to robust compliance and due diligence processes.Key ResponsibilitiesWork closely with Financial Planners to understand client objectives and planning needsAssist in gathering information and supporting administrators to ensure comprehensive client data is obtainedIdentify planning opportunities and research appropriate solutions, including tax calculations where requiredEnsure all information aligns with ''Know Your Client'' (KYC) principles and internal policiesPrepare detailed suitability reports and recommendations for Financial Planner approvalEnsure all compliance documentation is complete prior to presentation of adviceObtain client declarations and signed authorisations before any transaction takes placeConduct fund research and analysis using tools such as FE AnalyticsProduce pension switch analysis using SelectapensionPrepare cashflow reports using ConquestMaintain suitability report templates in line with ..... full job details .....