Paraplanner

Job Title: Paraplanner

Location: Bridgnorth (Hybrid)

Salary: £ 35,000 - £ 40,000

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