Paraplanner

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 processPrepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriateAnalysing existing investment portfolios and providing comparison to suitable benchmarksPrepare and interpret complex information as part of the review processResearch and review new and existing legislation to ensure your knowledge remains freshParaplanner RequirementsYou should have experience as a ParaplannerYou should ideally hold your Level 4 Diploma in Financial Planning or be working towards thisYou should have experience in undertaking financial planning research and preparing accurate suitability reportsExperience within an IFA environment would be preferredParaplanner BenefitsSalary of 34,000 - 46,000 depending on experience3 days office based in Bromsgrove and 2 days from homeVaried working times available of 8am 4pm, 9am 5pm or 10am 6pm to suit your schedulePlus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full years service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discountsThe business is committed to professional development for their team and will be open to facilitating your career plansLocationsBromsgroveLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.JBRP1_UKTJ

Created: 2025-09-09