This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm.
The vacancy is available due to their current Paraplanners progressing internally within the business which is something the business pride themselves on.
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 Par...