Paraplanner

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

Job summary

A leading independent financial planning firm is seeking a Paraplanner to support Financial Advisors. This hybrid role in Bromsgrove offers a salary range of £34,000 - £46,000, flexible working hours, and a commitment to professional development. The ideal candidate will have experience as a Paraplanner, knowledge of financial planning research, and ideally a Level 4 Diploma in Financial Planning.

Benefits

Contributory pension scheme

Discretionary bonus after full year's service

Options to buy and sell holiday

Birthday off

Health and wellbeing resources

Qualifications

• You should have experience as a Paraplanner.
• You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this.
• Experience within an IFA environment would be preferred.

Responsibilities

• Undertake research as part of the financial planning review process.
• Prepare and deliver suitability reports including complex cases.
• Analyze existing investment portfolios.

Skills

Experience as a Paraplanner

Financial planning research

Preparing suitability reports

Education

Level 4 Diploma in Financial Planning

Job description

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 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

Paraplanner 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

Paraplanner 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

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