Paraplanner
7 days ago
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm
You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:
- Preparing and maintaining client files and client reviews
- Building cash flow models
- Undertaking research to identify appropriate financial planning solutions
- Preparing recommendations and suitability reports
- Identifying areas for further financial planning
- Liaising with the clients legal and tax advisors
- Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
- Attending client meetings on occasions
- Establishing and building strong relationships with clients
Paraplanner Requirements
- You should have 3+ years experience as a Paraplanner
- You should have excellent suitability report writing skills
- Experience of using cash flow modelling would be preferable
- Individuals holding full Diploma or close to achieving this would be preferable
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
The Company
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Paraplanner Benefits
- Salary of up to £40,000
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Hybrid workingwith mixture of home, office in Bromsgrove or Market Harborough and attending some client meetings
Locations
- Bromsgrove
- Market Harborough
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