Paraplanner

Austin Fraser; Bromsgrove; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading independent financial advisory firm in Bromsgrove is seeking a Paraplanner to provide comprehensive support to their Financial Advisors. Offering a hybrid working environment, this role involves ensuring compliance and high-level client service, fostering long-term relationships, and engaging in intricate financial research. The firm is dedicated to professional development and prides itself on internal progression opportunities.

Qualifications

• Experience in paraplanning in the financial services sector.
• Proficient in compliance procedures and client service.
• Ability to work collaboratively with Financial Advisors.

Responsibilities

• Provide full paraplanning function to Senior Financial Advisors.
• Ensure compliance and excellent client service.
• Conduct complex financial research and prepare client reports.

Skills

Attention to Detail

Client Management

Regulatory Compliance

Education

Relevant Financial Qualification (e.g., Level 4 Diploma)

Job description

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