Paraplanner

This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm.

You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.

Your Responsibilities:

1. Provide comprehensive paraplanning support
2. Ensure compliance with regulatory requirements
3. Assist in preparing financial reports

Minimum Requirements:

1. Experience in paraplanning or financial services
2. Strong analytical skills
3. Excellent communication abilities