Paraplanner job in Birmingham or home-working hybrid with some flexibility

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 1252
  • Salary/OTESalary of £30,000 to £35,000 plus performance bonus of up to £5,000 p/a
  • Vacancy LocationBirmingham or home-working hybrid with some flexibility
  • RemunerationEmployed
  • RegionMidlands
Job description

Are you a Paraplanner in Birmingham, looking to join an established company that have a fantastic team? 

This business is looking for individuals who have good Paraplanning experience and are looking for a long-term career as a Paraplanner.

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:

  • Make appointments with existing clients who are on an ongoing service proposition
  • Undertake basic fact find activities, including gathering new information about the current client and more
  • Contact clients prior to advisor meetings to confirm appointments and obtain up to date information in line with practice processes and advisor requirements
  • Creating a draft recommendation and draft Suitability Report for the licensed Advisor to review and sign
  • Present quotations to Financial Advisors along with relevant data and documents required for the advice to be provided
  • Produce Suitability reports as required by the IFA / Managing Director / Compliance and Technical Manager

Paraplanner Requirements

  • Ideally, you should be Diploma qualified current Paraplanner but this firm are also open to those who don’t have Diploma
  • You must have a positive attitude and be able to look outside the box when creating solutions
  • You must be highly organised and meticulous in your work

 The Company

This independent financial advice group has grown significantly since its inception in 2011, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives.

Paraplanner Benefits

  • Salary of £30,000 to £35,000 plus performance bonus of up to £5,000 p/a
  • Office based role in Birmingham or home-working hybrid with some flexibility
  • Dynamic business focused on growth
  • This company has previously organised team building events with overseas trips!

Locations

  • Birmingham or home-working hybrid with some flexibility

Call us now on 0208 0044 154 or click Apply

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