Paraplanner

Paraplanner

Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.

We are working exclusively with a well regarded financial services organisation, who are currently on the look to appoint an experienced Paraplanner to join their adviser support team

This is a key role where you will add value day to day, supporting Financial Advisors with in depth technical input across estate planning. This is a great opportunity for someone who is looking for career progression or looking to develop their skills within Paraplanning

Location - Birmingham - Twice a Week Onsite

What You Will be Doing!

Within this role, you will be responsible for preparing case documentation, carrying out research and analysis with a focus on Estate Planning - completing relevant calculations and producing suitability reports. These reports must meet both internal and external compliance stan...