Paraplanner

ParaplannerLocation: Edgbaston, BirminghamSalary: Up to £55,000Duration: Full time, PermanentWe are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.Key Responsibilities for the Paraplanner:Assist financial planners in preparing financial plans, investment strategies, and recommendations.Conduct research on investment products, pensions, tax, and other financial matters.Analyse client data to support financial recommendations.Prepare and maintain client documentation and reports.Liaise with clients, providers, and other professionals as required.Ensure that all work complies with regulatory requirements and company policies.Manage and track the progress of client cases and ensure timely delivery of financial plans.On Offer?Salary of up to £55,0002 days a week working from home25 days annual leave bank holidaysCompany Bonus schemeStudy support to Chartered StatusRequirements:Level 4 diploma in regulated financial planning2+ years experience in a paraplanning roleWhat''s Next?If you ae interested in the Paraplanner position then please apply now and if you meet the ..... full job details .....