Paraplanner

Paraplanner Location: Edgbaston/WarwickSalary: Up to £38,000 (depending on experience)Type: Full-time, permanentAbout the RoleAn established and forward-thinking financial planning business is seeking an experienced Paraplanner to join its expanding team. Working closely with Financial Planners, you will play a key role in delivering high-quality, compliant advice to a diverse client base.This is an excellent opportunity to join a values-led organisation that focuses on long-term financial planning and client outcomes, rather than product-led sales.Key ResponsibilitiesConduct fund research and analysis to support client recommendationsPrepare detailed financial suitability reports and documentationProduce cashflow modelling and reports for client reviewsMaintain due diligence records on funds, platforms, and providersCollaborate with advisers to identify suitable planning solutionsEnsure all client records and compliance documentation meet regulatory standardsAssist with tax calculations and financial planning analysis where requiredAbout YouMinimum 2 years'' Paraplanning experience within an IFA environmentDipPFS (Level 4) qualified or equivalentStrong understanding of the end-to-end financial planning processExperience across a range of financial productsExcellent attention to detail and organisational skillsConfident communicator with a collaborative mindsetAbility to work independently and manage priorities effectivelyWhat''s on OfferCompetitive salary up to ..... full job details .....