Job Title: Paraplanner
Location: Bridgnorth
Salary: £ 34,000 - £ 38,000
About the Company
A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services is looking to add a paraplanner to their back-office team.
They provide a range of advice to both private, and corporate clients, and pride themselves on their tailored, bespoke approach to advice.
The Opportunity
This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners and you will play a key role through report writing, technical research, and cash-flow modelling.
There is a good benefits package along with an opportunity to be an important part of a small, growing business. So, someone who wants to use their skillset to make a difference would be ideal.
Key Responsibilities
* Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases.
* Create and compile suitability reports, illustrations and fund research.
* Answer technical queries and build relationships with clients.
* Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms.
* Attend client Meetings with the financial planner on occasion
About You
Qualifications & Experience
* Diploma qualified (Desirable)
* Previous experience as a Paraplanner. (Essential)
* Strong understanding of financial products, platforms, and compliance requirements.
Skills & Attributes
* Excellent communication and time management skills.
* Strong problem-solving abilities and attention to detail.
* Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics.
Some of the Benefits
* Annual Bonus
* Death in Service
* Company Pension scheme
* Competitive Holiday allowance with additional days given for the office being closed over Christmas