Paraplanner
ParaplannerSutton Coldfield Area Hybrid Working Up to £45,000 + BenefitsAn exciting opportunity has arisen for an experienced Paraplanner to join a growing outsourced Paraplanning business based in the Sutton Coldfield area.This is an excellent opportunity for a technically strong paraplanner who enjoys building relationships and wants to be part of a young, ambitious business with genuine growth plans and future progression potential.Unlike a traditional in-house role, this business works as a true extension of their clients'' teams, developing close working relationships with financial advisers and tailoring their support to suit individual businesses and ways of working.The role will involve producing high-quality suitability reports, supporting advisers with technical queries, assisting with systems and processes, and becoming a trusted point of contact for clients.The Role:Writing high-quality suitability reports across a range of financial planning casesWorking closely with financial advisers and becoming an extension of their teamsProviding technical support and answering client queriesSupporting advisers with systems and process-related mattersContributing to a collaborative and growing business environmentAbout You:Experienced Paraplanner background is essentialStrong report writing and technical knowledgeExcellent communication and relationship-building skillsComfortable working closely with advisers and delivering a high level of serviceKeen to be involved in a ..... full job details .....
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