Job Title: Paraplanner
Location: Bridgnorth
Salary: £ 34,000 - £ 38,000


About the Company
A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services is looking to add a paraplanner to their back-office team.
They provide a range of advice to both private, and corporate clients, and pride themselves on their tailored, bespoke approach to advice.


The Opportunity
This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners and you will play a key role through report writing, technical research, and cash-flow modelling.
There is a good benefits package along with an opportunity to be an important part of a small, growing business. So, someone who wants to use their skillset to make a difference would be ideal.


Key Responsibilities
*Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases.
*Create and compile suitability reports, illustrations and fund research.
*Answer technical queries and build relationships with clients.
*Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms.
*Attend client Meetings with the financial planner on occasion


About You


Qualifications & Experience
*Diploma qualified (Desirable)
*Previous experience as a Paraplanner. (Essential)
*Strong understanding of financial products, platforms, and compliance requirements.


Skills & Attributes
*Excellent communication and time management skills.
*Strong problem-solving abilities and attention to detail.
*Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics.


Some of the Benefits
*Annual Bonus
*Death in Service
*Company Pension scheme
*Competitive Holiday allowance with additional days given for the office being closed over Christmas