Outstanding Paraplanner

Description:

💫 Outstanding Paraplanner Opportunity | Birmingham

Benefits
• 4.5-day working week with a 1pm finish every Friday
• Training & development support
• Supportive, client-focused, non-corporate culture

Key Responsibilities
• Preparing comprehensive suitability reports for clients
• Conducting technical and tax calculations
• Supporting Financial Advisers with case preparation
• Ensuring all client documentation meets regulatory standards

What We're Looking For
• Around 2 years' paraplanning experience
• Proven report writing experience
• Strong technical calculation skills, particularly tax calculations
• Diploma in Financial Planning (or actively working towards it)
• Experience using Intelligent Office, Dynamic Planner, or similar systems would be advantageous