Found Description
We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.
This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.
The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area.
The Role
- Produce high-quality suitability reports and recommendations
- Undertake technical research across pensions, investments and protection
- Support advisers with complex financial planning cases
- Ensure recommendations meet regulatory and compliance requirements
- Bui...