Experienced Paraplanner

**Paraplanner - Bromsgrove/ Flexible home based working - Competitive salary up to £42,000 depending on experience, plus excellent benefits package**

MBF. are currently working with one of the UK's leading firms of IFA's who specialise in providing Financial Planning Advice to private clients. Due to increased business levels, we are looking to recruit an experienced Paraplanner to join their team.

**Requirements**:
**The role**:
The role will be be working within an experienced team and you will work very closely with the Senior Financial Planners.

**Responsibilities**:

- Liaise closely with Consultant to gather all required research for production of Client Written Advice following review, for a fully holistic financial planning service
- Gather and provide product, platform and fund research
- Prepare complex research, such as Annual & Life Time Allowance, CGT, Defined Benefit Transfers and Bond chargeable gains calculations
- Realigning risk profile
- Present research in line with Company Client Written Advice format
- Responsibility to keep technical knowledge up to date
- To identify and refer opportunities to improve working practices and / or risk management to enable improvements to be made.
- Working in a client facing team (three or more advisers), serving HNW clients and assisting with the creation of financial planning report in order to meet the client requirements
- Draft and co-ordinate technical documents and research for client presentations
- To undertake work of a project based nature as and when required to do so

**On offer**:
Flexible working:
The company are able to offer flexible working to all staff when not required in the office for team meetings.