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Paraplanner

1 month ago

Solihull, United Kingdom mbf. Full time

**Paraplanner - Solihull - Traditional Chartered Financial Planning Practice - Salary negotiable to £40K**

Our client, a well established Chartered Financial Planning practice in Solhull is currently looking to recruit a Paraplanner to provide in-house support for their Financial Planners.

The company have around 10 staff, including 5 Chartered Financial Planners, but currently outsource their Paraplanning. Due to ever-increasing business levels, they are keen to begin bringing this in house, by recruiting an experienced Paraplanner who fitswith their team culture.

The role:

- You will be working on a closely with a Senior Financial Planner and will be responsible for providing a full technical paraplanning service. The firm specialises in Financial Planning and you should be comfortable writing detailed Financial Plans and conductingcash flowing forecasting, along with technical income tax and pension issues.
- The role includes ensuring that all reports are completed on a timely basis with the ultimate aim of freeing up time for the Adviser to devote more time to client facing work.

**Requirements**:

- My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards.

On offer:

- Our client can offer a highly competitive salary and an excellent benefits package including a pension and bonus.
- Most importantly, they offer a stable working environment in a highly profitable business with a stable income stream. The company has a history of looking after their staff which is reflected in an exceptionally low staff turnover.
- This is a full time, office based role. Once you are an established member of the team there may be some flexibility, but this should be considered an office based role

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