Paraplanner - #2078247

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

What’s on Offer

• 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

Wealth, Paraplanning, Financial Services