Paraplanner
Are you a Paraplanner looking to join a close-knit, client-focused team where you''ll be valued and supported? This is an exciting opportunity to become an integral part of a growing wealth management firm in the Birmingham area.As a Paraplanner, you''ll play a key role in supporting a team of advisors, working on technical calculations, producing high-quality suitability reports, and contributing to the delivery of excellent client outcomes. This Paraplanner role offers the chance to work in a genuinely supportive environment where your technical skills will be appreciated and developed through ongoing training support.Your responsibilities as a Paraplanner will include:- Preparing comprehensive suitability reports for clients- Conducting technical and tax calculations- Supporting financial advisors with case preparation- Ensuring all client documentation meets regulatory standardsParaplanner Requirements:- Essential: Approximately 2 years'' paraplanning experience- Essential: Proven report writing experience- Essential: Technical calculation experience, particularly tax calculations- Desirable: Diploma in Financial Planning (halfway through or a few papers remaining is acceptable)- Desirable: Experience with Intelligence Office, Dynamic Planner, or similar systemsThe CompanyOur client is a boutique wealth management firm with a close-knit team culture. They pride themselves on being client-focused and non-corporate, offering a genuinely pleasant working environment where ..... full job details .....
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