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 * 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 prepa...