Senior Financial Paraplanner

4 weeks ago

Birmingham, United Kingdom Heat Recruitment Full time €35,000 - €40,000

Senior Paraplanner/Technical Sales Support
Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for a dynamic Senior Paraplanner/Technical Sales Support to join the team and help drive the mission forward. Role Overview: As a Senior Paraplanner/Technical Sales Support, you will play a crucial role in supporting a financial advisor, providing high-level technical support, and ensuring our clients receive the best financial planning advice. Conduct comprehensive research and analysis of financial products and services.
Prepare detailed and compliant financial plans and reports for clients.
Support financial advisors with client meetings, including attending meetings when necessary.
Ensure all recommendations meet regulatory requirements and company standards.
Liaise with clients to gather detailed financial information and address queries.
Mentor and support junior paraplanners and administrative staff.
Level 4 Diploma in Financial Planning (or equivalent); Strong knowledge of financial products, tax planning, and investment strategies.
Proficient in financial planning software and Microsoft Office Suite.
Salary of £35,000 to £40,000 (DOE) and benefits package.
Opportunities for professional growth and development.
Modern office located in Edgbaston, with excellent transport links.
Regular team-building activities and social events.
If you are a motivated individual with a passion for delivering exceptional client service and possess the necessary technical skills to thrive in a challenging yet rewarding environment, we encourage you to apply for this exciting opportunity to join our team as a Senior Paraplanner/Technical Sales Support.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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