Senior Paraplanner/Technical Sales Support

2 weeks ago

Birmingham, United Kingdom Heat Recruitment Full time

Senior Paraplanner/Technical Sales Support

Edgbaston, Birmingham

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. 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:

  • 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.
  • Stay updated on industry trends, regulations, and best practices.

Qualifications and Experience:

  • Minimum of 3 years of experience in a paraplanning role.
  • Level 4 Diploma in Financial Planning (or equivalent); Chartered status or working towards it is highly desirable.
  • Strong knowledge of financial products, tax planning, and investment strategies.
  • Excellent analytical, organizational, and communication skills.
  • Proficient in financial planning software and Microsoft Office Suite.
  • Demonstrated ability to work independently and as part of a team.

What We Offer:

  • Salary of £35,000 to £40,000 (DOE) and benefits package.
  • Opportunities for professional growth and development.
  • Supportive and collaborative work environment.
  • 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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