Paraplanner
ParaplannerNr Worcester - HybridSalary - £40,000 - £45,000 (DOE) + benefits Paraplanner - Grow Your Career in Financial Planning Looking to take the next step in your Paraplanning career? This is an exciting opportunity to join a growing Wealth Management team where you''ll work closely with Advisers, deliver high quality technical support, and play a key role in shaping client outcomes. If you enjoy research, report writing and turning complex financial information into clear, client friendly recommendations, you''ll thrive here. What You''ll Be DoingProducing high quality Financial Planning Reports Conducting detailed product and fund research to support client recommendations Acting as a key point of contact for client queries Preparing review packs, illustrations and submitting plans to providers Maintaining accurate, compliant client files Staying up to date with financial products, legislation and industry changes Ensuring all work meets regulatory and internal compliance standards What You''ll BringExperience in a Financial Advice or Wealth Management environment Strong paraplanning/report writing skills Diploma qualified (desirable) or working toward it Excellent communication and analytical skills High attention to detail and accuracy in written work Strong organisational skills and ability to manage competing priorities A positive, collaborative approach What''s On OfferFull support with professional exams 25 days holiday + bank holidays Holiday purchase scheme
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