Position:Paraplanner
Location:Edgbaston, Birmingham (office-based)
Benefits:
* Hybrid working
* Parking
* Lunch
* Pension plan
* Examination support
* Sick pay
* 25 days holiday, plus bank holidays
Salary:£40,000 - £45,000 depending on experience and qualifications
About the Company:
We are currently seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm. In this role, you will be responsible for executing the technical aspects of client meeting preparation, including conducting regular reviews, analysing opportunities, and crafting suitability reports. A comprehensive understanding of pre- and post-retirement planning, investments, and taxation is crucial. Effective communication skills and a collaborative mindset, including mentoring and coaching, are vital components of this role.
Key Responsibilities as a Paraplanner:
1. Ensuring thorough understanding of the Financial Planners requirements through eff...