Senior Paraplanner / Chartered Paraplanner

Our client is looking to recruit a Senior Paraplanner or
Chartered Paraplanner to join their independent financial planning business, as
part of their organic growth strategy

The business is independently owned and has a team of 7,
growing to 8, who all enjoy working together. The business was established over
10 years ago and has through organic growth year-on-year from professional
introducer and client referrals amassed over £100m of FuM.

They are seeking a Senior Paraplanner / Chartered
Paraplanner to join the team to support their 2 Financial Advisers. The
business offers truly independent, holistic financial planning and cashflow
modelling to clients, which are often HNW and UHNW, many of which being
business owners.

You will be responsible for researching pensions,
investments and protection, undertaking full analysis of the client’s existing
circumstances and objectives / ambitions and then write a comprehensive
proposal to achieve those goals. There will often be opportunities for you to
attend some of the client meetings and hear first hand the client’s needs and
aspirations.

Due to the nature of their clients often having complex
financial planning solutions, the business requires a highly knowledgeable and
skilled Paraplanner to best support their Financial Advisers. Therefore, if you
are excited by a role that challenges your knowledge on a regular basis, this
will appeal to you!

Alongside the paraplanning duties, the business would like
this individual to assist in delegating workflows to their Paraplanners.

You will work alongside and be supported by their Administration
team, so that you can focus on the technical duties.

Due to the growth plans and how this role fits within the
business, they are not looking for someone with desire to become an Adviser.
However, they would support your continued technical knowledge progression and
also could see this role leading into a Head of Department type role (such as
leading the support team). In addition, they always value their team’s input
into improving processes and utilising technology.

Comprehensive job description can be provided to suitable
candidates

Senior Paraplanner / Chartered Paraplanner Requirements

• You
  should be Chartered qualified or on your way to achieving this, and be
  able to apply your advanced financial planning knowledge to real cases
• You
  should have experience as a Paraplanner within an independent financial
  planning firm and be comfortable using a wide range of financial products
  and providers
• You
  should be confident using industry software such as FE Analytics, Cashflow
  Modelling, Dynamic Planner, Planner Pal etc

Senior Paraplanner / Chartered Paraplanner Benefits

• Salary
  of £60,000 – £65,000 plus bonus scheme upon achieving team goals
• 37
  hours per week
• 28
  days annual and statutory leave with option to purchase additional 10 days
  per year
• Auto
  enrolment pension and death in service
• Office
  based role with flexible working, potential for 1 day from home, however
  the business works collaboratively together in person, with majority of
  clients attending their office
• Based
  in Central Birmingham, close to main train stations for commuting

Locations

Birmingham

Call
us now on 0208 0044 154 or click Apply 

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