About the Role
Hybrid Working
We are looking for an experienced Paraplanner to join our growing financial planning team.
The successful candidate will work closely with and primarily support one Financial Adviser, providing technical research, suitability report writing, and financial planning recommendations across a range of client cases. This is an excellent opportunity for a paraplanner looking to further develop their technical expertise while working on complex and rewarding financial planning solutions.
Key Responsibilities
Research and analyse financial products and providers, producing suitability reports and recommendations
Conduct annual client reviews, including research and analysis where appropriate
Monitor investment funds and ensure recommendations align with client objectives and risk profiles
Review product changes and provide technical support to the Financial Adviser
Attend adviser meetings and provide technical input on client cases
Prepare documentation using approved templates and processes
Obtain pre-approvals for different types of business and ensure compliance requirements are met
Maintain accurate records and support efficient back-office processes
About You
Experienced Paraplanner with at least 2 years' report-writing experience
Level 4 Diploma qualified or working towards qualification
Strong knowledge of pensions, investments, protection, trusts, and personal taxation
Excellent analytical, problem-solving, and communication skills
Highly organised with strong attention to detail
Proficient in Microsoft Office; experience with financial planning software is desirable
Able to work independently and manage priorities effectively
What We Offer
Hybrid working with up to 4 days from home
Close working relationship with a dedicated Financial Adviser
Exposure to complex financial planning cases
Supportive and professional team environment
Ongoing development and career progression opportunities
This is a fantastic opportunity for an experienced Paraplanner to join a respected financial planning business and play a key role in supporting adviser and client success.
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Paraplanner - Hybrid Working employer: Brevere Group Careers
Join a well-established Independent Financial Advisory firm in the heart of Shrewsbury, where you will be part of a friendly and professional team dedicated to securing financial futures. Enjoy a collaborative work culture that values ongoing training and professional development, alongside flexible working hours and opportunities for career progression, making it an excellent place for meaningful and rewarding employment.
