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I'm currently partnering with one of the UK's leading independent financial advisory and wealth management firms who require a Paraplanner to join their team in Bromsgrove. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bromsgrove offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with a strong reputation, this sets it apart from their competition on the market.Role responsibilities include;
- Preparing pre-approval documentation prior to report writing.
- Utilising all technology to produce accurate solutions for clients.
- Providing accurate, timely and compliant suitability reports.
- Ensuring all advice documentation is compliant according to FCA guidelines.
- Working with the adviser to gather sufficient client information.
Applicant requirements include;
- Diploma in Financial Planning (or strong progression towards)
- Experience in a regulated financial advice environment, demonstrating quality communication
- A high standard of written and numerical skills
- An ability to demonstrate report-writing skills
Benefits of joining this business;
- Hybrid / flexible working
- Get paid for further studies
- Examinations, training and development funded by employer
- Full employee benefits package including health and flexi-bens
- Competitive bonus
- Great flexible holiday allowance 25+ that rises with service
- Social and inclusive culture
For further information on this hybrid Paraplanner role in Bromsgrove, apply now to
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