Job Ref: 0012
Technical / Chartered Paraplanner - West Midlands – Hybrid
My client is seeking an experienced paraplanner with strong interpersonal and technical skills who can apply their knowledge and experience to deliver outstanding client outcomes.
Paraplanner - Key tasks and responsibilities:
- Develop a thorough understanding of the firm’s Financial Planning process.
- Carry out comprehensive financial research on solutions and investments including VCTs, Business Relief on an independent basis using a range of research tools.
- Produce bespoke suitability reports.
- Produce tax and other complex calculations and forecasts.
- Prepare complex plan information and form recommendations appropriate to the client’s circumstances.
- Provide technical support and guidance to colleagues.
Paraplanner - Key Requirements:
- Advanced Diploma / Chartered or close to achieving this
- Knowledge and experience in complex personal financial planning
- Skilled in carrying out research and compiling suitability reports
- Career development is available in both technical and planner progression.