This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team.

As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Advisors for their clients.

Furthermore, as a Senior Paraplanner, it is common that other Paraplanners in the team will look up to you due to your technical expertise and experience. As a business that embraces development and supporting others, it is likely you will have an element of training and onboarding fellow Paraplanners, to enable them to embed within the team and flourish in the role. You may also have opportunity to assist in identifying process improvements and working with management to develop the team

Senior Paraplanner Requirements

You must have strong experience as a Paraplanner within an IFA firm
You must hold your full Level 4 Diploma in Financial Planning
Individuals working towards Chartered / Advanced qualifications would be beneficial
You must be confident in constructing thorough financial planning research and reports, including complex cases

Senior Paraplanner Benefits

Salary of £41,000 - £56,000 depending on experience
3 days office based in Bromsgrove and 2 days from home
Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule
Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year’s 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 discounts
The business is committed to professional development for their team and will be open to facilitating your career plans

Locations

Bromsgrove

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