Description:
Senior Paraplanner Location: Birmingham (hybrid working available) Salary: £45,000-£60,000 Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases. Key Responsibilities Conduct research across pensions, investments, protection, and tax planning Prepare suitability reports and client documentation to a high standard Produce cashflow modelling …