Job Title: Paraplanner
Location: Bridgnorth (Hybrid)
Salary: £ 34,000 – £ 38,000 + Bonus (Negotiable)
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
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