Paraplanning Position - South Staffs
Hi all ,
We're recruiting for a full-time paraplanner.
We're Bank House Financial Planning based in the village of Brewood between Wolverhampton and Stafford.
We have posted the job listing on LinkedIn where you can apply. Alternatively please email me on sam@bankhousefp.co.uk.
Thanks for reading,
Sam Brueton
Director at Bank House Financial Planning
Details:
Company Description
Bank House Financial Planning is an Independent Financial Advice firm based in South Staffordshire. We are dedicated to helping individuals in Staffordshire and beyond achieve their financial goals and life ambitions. We have a uniquely young team, so we are dedicated to supporting our clients for years to come.
Role Description
This is a full-time on-site role for a paraplanner at Bank House Financial Planning. As a paraplanner, you will be responsible for supporting the financial planners in delivering comprehensive financial plans to clients. Your day-to-day tasks will include conducting research and analysis, preparing planning recommendations(including report writing), playing a key role in the preparation and confirmation of annual reviews, liaising with clients.
Qualifications/skills
Preferably Diploma-qualified.
3+ years paraplanning experience
Experience with cashflow planning
Report-writing skills
Strong attention to detail
Knowledge of financial software – e.g. cashflow software, FE Analytics, report-writing software.
Strong knowledge of tax
Ability to work in a team-oriented environment
Excellent communication and interpersonal skills