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 6,
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!

You will work alongside and be supported by their Office
Manager and 3 Administrators, so that you can focus on the technical duties.

Due to the growth plans and how this roles fits within the
business, they are not looking for someone keen 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 £45,000 – £55,000 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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