Paraplanner

Paraplanner
Solihul Based
Hybrid Working – 3 days WFH / 2 Office based
£30,000 - £38,000 DOE
Performance Based Bonus (on top)
9:30am – 4pm Working Hours
27 Days holiday + bank
5% Pension

Are you looking to work for an award-winning, independent wealth management firm? Are you looking to gain back some work life balance back and work with a well established practice? Then this role could be for you!
My client is focused on providing exceptional client service and is dedicated to achieving positive outcomes for the individuals they work with.

Responsibilities:
Drafting comprehensive Suitability Reports based on client needs and circumstances.
Preparing annual reports covering areas such as pensions, investments, and drawdowns.
Providing ongoing support to a team of advisers with technical research and analysis.
Assisting in the development and review of client financial strategies.
Ensuring all client-facing documentation meets compliance standards.

Requirements:
Strong understanding of pensions, investments, and drawdown strategies.
Experience in preparing Suitability Reports and annual financial reviews.
Excellent organisational and communication skills.
A team-oriented approach with the ability to manage multiple tasks.

If you’re eager to advance your career and contribute to a growing financial advisory team, apply now!