Our client is a privately owned Paraplanning firm based on the outskirts of Birmingham. They are currently recruiting for an experienced Paraplanner.
Providing paraplanner support to assigned advisers.
Researching and writing reports for financial planning strategies for new clients.
Writing reports for complex changes post annual review work for existing clients.
Writing suitability reports for DC & DB pension transfers
Minimum Diploma – preferable Advanced Pension exam
Experienced at putting together DC Transfer and At Retirement Suitability Reports
Defined Benefit experience an advantage
Investment Planning Suitability Reports experience would help
Main requirement to be competent in putting suitability reports together and completing research
Our client will consider application from candidates looking for a part-time role.