Paraplanner

Premier Jobs UK; Bromsgrove; Hybrid; GBP 34,000 - 46,000; Full time

Job summary

A leading independent financial planning firm in Bromsgrove is looking for a Paraplanner to support Financial Advisors in a hybrid role. The position offers a salary between £34,000 and £46,000, depending on experience, along with comprehensive benefits. Responsibilities include undertaking financial planning research, preparing suitability reports, and analyzing investment portfolios. Candidates should have experience as a Paraplanner and ideally hold a Level 4 Diploma in Financial Planning. Flexible working hours are available.

Benefits

Contributory pension scheme

Discretionary bonus after full year's service

Option to buy and sell holiday

Birthday off

Additional holiday days for long service

Health and wellbeing resources

Shopping discounts

Qualifications

• Experience as a Paraplanner with ability to work in a hybrid setting.
• Hold or be working towards Level 4 Diploma in Financial Planning.
• Experience in an IFA environment preferred.

Responsibilities

• Conduct research for financial planning reviews.
• Prepare and deliver suitability reports, including complex cases.
• Analyze existing investment portfolios against benchmarks.
• Update knowledge on current legislation relevant to financial planning.

Skills

Experience as a Paraplanner

Financial planning research

Preparation of suitability reports

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner – Hybrid role in Bromsgrove

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

Role Overview

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.

Responsibilities

• 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

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

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

Contact

Call us now or click Apply

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