Financial Planning Specialist

1 week ago

Birmingham, Birmingham, United Kingdom GCB Recruitment Full time

{"h1": "Paraplanner Role at GCB Recruitment", "p": "We are seeking a skilled Paraplanner to join our clients, an established and award-winning firm in the Birmingham area. As a Paraplanner, you will be responsible for conducting analytical tasks, finance-related activities, and preparing paperwork for financial advisers. Your expertise will support the creation of tailored financial plans, and you will have the opportunity to progress within 18 months and enjoy hybrid working after the probation period.", "ul": [{"li": "£32,000- £38,000 salary based on experience"}, {"li": "Hybrid working after probation period"}, {"li": "20 days holiday per annum plus statutory holidays"}, {"li": "Exams Funded"}, {"li": "Pension Contribution"}, {"li": "4 x DIS"}, {"li": "Career Progression opportunities to become an advisor"}], "h2": "Responsibilities", "ul": [{"li": "Suitability Report preparation"}, {"li": "Production of quotes and relevant application paperwork via various external provider platforms"}, {"li": "IRESS Quotes and Protection Case Preparation"}, {"li": "Defaqto Research"}, {"li": "Selecta Pension Research"}, {"li": "Use of the back office systems by way of accurate record keeping, client file updating, and scanning allocation to relevant client file"}], "h2": "Requirements", "ul": [{"li": "Minimum of 3 + years as an IFA administrator"}, {"li": "Financial Planning and Investment skills"}, {"li": "Analytical Skills and Finance knowledge"}, {"li": "Report Writing proficiency"}, {"li": "Strong attention to detail and ability to work with financial data"}, {"li": "Excellent communication and interpersonal skills"}, {"li": "Experience in the financial services industry"}]}

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