Paraplanner

Location : Droitwich, UKCompany : Boutique and Highly Successful Financial Planning FirmAbout Us : Our client are a boutique financial planning firm based in Droitwich, renowned for their personalised service and commitment to excellence. Their success is built on the trust and satisfaction of their clients, and due to an internal promotion are now looking to expand the team with a passionate and dedicated Paraplanner.Role Overview : As a Paraplanner you will play a crucial role in supporting the Financial Planners by preparing detailed research, reports, and client recommendations. This is an excellent opportunity for someone looking to grow their career in financial planning, with the potential to advance within a highly successful firm.Key Responsibilities :

• Assist Financial Planners in the preparation of financial plans, reports, and client reviews.
• Conduct research on financial products and investment options to support client recommendations.
• Prepare suitability letters and other documentation required for client meetings.
• Ensure all client records are accurate and up-to-date within our CRM system.
• Liaise with clients to gather necessary information and provide exceptional customer service.
• Stay updated on industry regulations and best practices to ensure compliance.Skills and Qualifications :
• A passion for financial planning and a desire to build a career in the industry.
• Strong attention to detail ...