Paraplanner

Paraplanner

Location: Sutton Coldfield

Salary: Up to £45,000

Working Pattern: Hybrid – 3 days in office / 2 days from home

Benefits: Competitive benefits package

Progression: Clear pathway to Team Leader in the future

Overview

An excellent opportunity for an experienced Paraplanner to join a financial planning support team, providing technical paraplanning services to Financial Advisers.

Key Responsibilities

• Support Financial Advisers with the preparation of financial plans and suitability reports


• Conduct detailed research across pensions, investments, tax and financial planning solutions


• Analyse client information to support suitable recommendations


• Produce accurate, compliant and well-structured client reports


• Liaise with advisers, clients, providers and third parties as required


• Ensure all work meets regulatory and internal compliance standards


• Track and manage cases through to completion


• Support client meetings and follow-up actions where required

• Salary up to £45,000


• Competitive benefits package


• Hybrid working – 3 days office / 2 days home


• Strong technical and collaborative team environment


• Exposure to a wide range of financial planning cases


• Clear progression pathway to Team Leader level


• Long-term career development opportunities

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