Paraplanner - Bromsgrove

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Paraplanner – part-time available 

£35k-£45k– full time or pro rata  

Bromsgrove with hybrid working 

A fantastic opportunity to join a specialist boutique independent financial advice firm with a modern approach to financial planning and excellent work-life balance  

Role responsibilities include

·  Assist Financial planner with the preparation of advice cases

·  Carry out research and analysis to support fact finds and client requirements

·  Preparing financial planning reports

·  Support planner with research and reports for new business and ongoing reviews 

·  Ensure compliance and regulatory standards are met 

Candidate requirements

Diploma in Financial Planning preferred although relevant experience considered 

A good understanding of Financial Planning 

Experience supporting IFA’s/ Financial Planners in a similar role 

A high standard of written and numerical accuracy

Report-writing skills

A high level of accuracy and attention to detail

Part-time flexibility

My client is open to considering candidates seeking full-time, part-time or reduced hours. 

This might suit somebody seeking school hours or less days over the working week. 

Benefits of joining this business

Join a personable small advice firm with a family vibe who values their team. 

A privately owned boutique firm in Bromsgrove with hybrid/home working flexibility.

Further career opportunities available as the practice continues to grow organically.