Paraplanner

ParaplannerSutton Coldfield Hybrid (3 days per week)Up to £55,000An excellent opportunity has arisen for an experienced Associate Financial Planner (Paraplanner) to join one of the Midlands'' most highly regarded Chartered Financial Planning firms.This is far more than a traditional paraplanning role.You''ll become part of a collaborative planning pod, working closely with experienced Financial Planners and fellow technical professionals to deliver exceptional financial planning for high net worth private clients.The firm''s reputation has been built on technical excellence, outstanding client service and a culture where advisers and paraplanners work together rather than in silos. If you enjoy discussing complex planning strategies, contributing to client recommendations and continually developing your technical expertise, this is an opportunity to join a business where your knowledge will be genuinely valued.The RoleAs an Associate Financial Planner, you''ll play an integral part throughout the advice process, helping to shape recommendations and deliver thoughtful, well-structured financial planning solutions.Responsibilities will include:• Preparing high-quality suitability reports• Conducting technical research across pensions, investments, tax and estate planning• Supporting complex financial planning cases• Producing cashflow models and technical analysis• Working closely with Financial Planners within a dedicated planning pod• Helping to ensure clients receive an ..... full job details .....