Job Details

Reference ID 1539
Vacancy Location Bromsgrove
Job sector
Job type
Remuneration Salary of up to £40,000 depending on experience

Description

This hybrid working Paraplanner job in the Midlands
is an opportunity to join a rapidly growing financial planning firm

You will be providing a full paraplanning function
to one of their Senior Financial Advisors, ensuring client service and
compliance are always delivered. The business is building an infrastructure to
have a 2:1 ratio of back office team to Financial Advisors. Your
responsibilities will include:

  • Preparing and maintaining client files and client reviews
  • Building cash flow models
  • Undertaking research to identify appropriate financial planning
    solutions
  • Preparing recommendations and suitability reports
  • Identifying areas for further financial planning
  • Liaising with the client’s legal and tax advisors
  • Overseeing implementation of recommendations, completion of
    application forms and ensuring all compliance is in order
  • Attending client meetings on occasions
  • Establishing and building strong relationships with clients

Paraplanner Requirements

  • You should have 3+ years’ experience as a Paraplanner
  • You should have excellent suitability report writing skills
  • Experience of using cash flow modelling would be preferable
  • Individuals holding full Diploma or close to achieving this would
    be preferable
  • You must be enthusiastic for your profession; be forward thinking;
    do the right thing and actively care for your clients and colleagues

The Company

This growing IFA firm is led by highly respected
names within the financial services industry, focused on creating an inclusive
culture with goal based financial planning for clients. The business is keen to
build a great place to work, with a friendly team that is passionate about
treating everyone fairly and an ethos of promoting wellbeing, whilst also
rewarding generously.  

Paraplanner Benefits

  • Salary of up to £40,000
  • Plus company benefits including pension, life assurance, group
    income protection, health cash plans and salary exchanges
  • Excellent ongoing employee well being programmes
  • Hybrid working with mixture of home, office in Bromsgrove or
    Market Harborough and attending some client meetings

Locations

  • Bromsgrove
  • Market
    Harborough

Call us now on 0208 0044 154 or click Apply

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