Paraplanner

This Paraplanner job in
Birmingham is available within a highly recognised firm for their growth and
high quality advice to HNW individuals and SMEs. The business has a high staff
retention and prides itself on developing their internal talent.

As a Paraplanner you will be
providing technical, research and administrative support to the Financial
Advisors and developing suitable client recommendations. Also, you will be
supporting Financial Advisors in developing and maintaining long term ongoing
client relationships. As such you will:

• Receive debriefings from the Financial Advisor post client meetings
• Analysing data and using research tools to create solutions in line
  with client needs and objectives
• Produce appropriate suitability letters, client specific
  illustrations and key feature documents
• Prepare existing client files ready for review
• Ensure all client files are compliant on an ongoing basis
• Monitor the performance of the DFMs
• Undertake project / client work as required

Advice is typically provided on
investments, pensions and estate planning and some VCTs.

Paraplanner Requirements

• You should be Level 4 qualified in Financial Planning
• You should have 2+ years’ experience within Financial Services and
  have worked within an IFA practice
• You should have experience using Intelligent Office and confident
  using MS Office
• You should have experience of writing good reports

The Company

This independent financial
advice group has grown significantly since its inception in 2012, through
acquiring smaller IFA’s plus organic growth by developing accountancy
connections and various marketing initiatives. Their team of 10 Financial
Advisers services over £500m FuM with desire to grow further

Paraplanner Benefits

• Salary of £35,000 – £40,000 plus quarterly bonuses and annual
  bonuses
• Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday
  plus bank holidays and your birthday off and financial support towards
  exams
• Office based role with working hours of Monday to Friday, 9am – 5pm
• Free onsite parking
• This company has previously organised team building events with
  overseas trips!

Location

Castle Bromwich

Call us now on 0208 0044 154 or click Apply

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