Job Description
Paraplanner We are working exclusively with a well regarded financial services organisation, who are currently on the look to appoint an experienced Paraplanner to join their adviser support team This is a key role where you will add value day to day, supporting Financial Advisors with in depth technical input across estate planning. This is a great opportunity for someone who is looking for career progression or looking to develop their skills within Paraplanning Location - Birmingham - Twice a Week Onsite What You Will be Doing! Within this role, you will be responsible for preparing case documentation, carrying out research and analysis with a focus on Estate Planning - completing relevant calculations and producing suitability reports. These reports must meet both internal and external compliance standards, whilst reflecting on advice provided and client circumstances Further Responsibilities Prepare application forms and product information packs as required Update point of sale s...