Paraplanner

Job Title: ParaplannerLocation: Bridgnorth (Hybrid)Salary: £ 35,000 - £ 40,000About the CompanyA 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 OpportunityThis 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 ResponsibilitiesProduce 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 occasionAbout YouQualifications and ExperienceDiploma qualified (Desirable)Previous experience as a Paraplanner. (Essential)Strong understanding of financial ..... full job details .....