Grove Talent Solutions

Job Title: Paraplanner Location: Bridgnorth Salary: £ 34,000 - £ 38,000 About the Company A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services is looking to add a paraplanner to their back-office team. They provide a range of advice to both private, and corporate clients, and pride themselves on their tailored, bespoke approach to advice. The Opportunity This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners and you will play a key role through report writing, technical research, and cash-flow modelling. There is a good benefits package along with an opportunity to be an important part of a small, growing business. So, someone who wants to use their skillset to make a difference would be ideal. Key Responsibilities Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases. Create and compile suitability reports, illustrations and fund research. Answer technical queries and build relationships with clients. Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms. Attend client Meetings with the financial planner on occasion About You Qualifications & Experience Diploma qualified (Desirable) Previous experience as a Paraplanner. (Essential) Strong understanding of financial products, platforms, and compliance requirements. Skills & Attributes Excellent communication and time management skills. Strong problem-solving abilities and attention to detail. Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics. Some of the Benefits Annual Bonus Death in Service Company Pension scheme Competitive Holiday allowance with additional days given for the office being closed over Christmas