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
1. You should have experience as a Paraplanner
2. You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this
3. You should have experience in undertaking financial planning research and preparing accurate suitability reports
4. Experience within an IFA environment would be pref...