Paraplanner
Bromsgrove
£35,000 – £40,000
Full-Time, Office Based

An established and growing wealth management firm based in Bromsgrove is seeking an experienced Paraplanner to join their team. This is an excellent opportunity to work closely with Financial Advisers and play a key role in delivering high-quality financial planning support to clients.

The successful candidate will be responsible for preparing detailed financial reports, conducting research, and supporting advisers in providing tailored wealth management advice.

The Role
Working alongside Financial Advisers and the wider support team, your responsibilities will include:

• Preparing comprehensive suitability reports and recommendation letters
• Conducting detailed research and analysis across pensions, investments, and protection products
• Supporting advisers in the development of financial planning strategies
• Preparing cashflow mo...