Paraplanner

4 weeks ago


Birmingham, United Kingdom Idex Full time
A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.

My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection.

This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed environment with client-centric approach.

Duties include -
  • Support Financial Planners with preparing client reviews and meetings
  • Provide research for client cases
  • Preparing client paperwork including suitability reports
  • Liaise with providers
  • Additional administration and client coordination duties may be required
Candidate requirements -
  • Experience in a similar role providing Paraplanner support on behalf of a Financial Adviser / Planner
  • Industry qualifications are preferred although not essential with relevant experience
  • Knowledge of advice cases including investments and pensions
  • The ability to work independently and as part of a small team
  • A friendly approach when dealing with clients and colleagues
  • An appreciation for the regulatory requirement with financial planning and advice
On offer -
  • A attractive alary dependent on experience
  • Friendly, supportive and trusting working environment
  • On site parking for days in the office

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