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Senior Paraplanner/Technical Sales Support

3 months ago

Birmingham, Birmingham, United Kingdom Heat Recruitment Full time
Senior Paraplanner/Technical Sales SupportnEdgbaston, BirminghamnSalary £35,000 to £40,000 per annum (DOE)

About Us:
nWe 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:

nAs 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.

This is an exciting opportunity for a seasoned professional to join a thriving team and contribute to the success of our clients and company.


Key Responsibilities:

nConduct comprehensive research and analysis of financial products and services.nPrepare detailed and compliant financial plans and reports for clients.nSupport financial advisors with client meetings, including attending meetings when necessary.nEnsure all recommendations meet regulatory requirements and company standards.nLiaise with clients to gather detailed financial information and address queries.nMentor and support junior paraplanners and administrative staff.nStay updated on industry trends, regulations, and best practices.


Qualifications and Experience:

nMinimum of 3 years of experience in a paraplanning role.nLevel 4 Diploma in Financial Planning (or equivalent); Chartered status or working towards it is highly desirable.nStrong knowledge of financial products, tax planning, and investment strategies.nExcellent analytical, organizational, and communication skills.nProficient in financial planning software and Microsoft Office Suite.nDemonstrated ability to work independently and as part of a team.


What We Offer:

nSalary of £35,000 to £40,000 (DOE) and benefits package.nOpportunities for professional growth and development.nSupportive and collaborative work environment.nModern office located in Edgbaston, with excellent transport links.nRegular 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.