Financial Planning Specialist

2 weeks ago

Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time
Senior Paraplanner / Chartered Paraplanner Opportunity

We are seeking a highly skilled and experienced Senior Paraplanner or Chartered Paraplanner to join our team in Central Birmingham. As part of our organic growth strategy, we are looking for a professional who can support our Financial Advisers in providing truly independent, holistic financial planning and cashflow modelling to our clients.

About the Role

As a Senior Paraplanner / Chartered Paraplanner, you will be responsible for researching pensions, investments, and protection, undertaking full analysis of clients' existing circumstances and objectives, and writing comprehensive proposals to achieve their goals. You will work closely with our Office Manager and Administrators to ensure the smooth delivery of our services.

Requirements
  • Chartered qualified or on your way to achieving this
  • Experience as a Paraplanner within an independent financial planning firm
  • Confidence in using industry software such as FE Analytics, Cashflow Modelling, Dynamic Planner, and Planner Pal
Benefits
  • Salary of £45,000 - £55,000 plus bonus scheme upon achieving team goals
  • 37 hours per week
  • 28 days annual and statutory leave with option to purchase additional 10 days per year
  • Auto enrolment pension and death in service

We offer a collaborative and supportive work environment, with opportunities for professional development and growth. If you are a motivated and experienced professional looking for a new challenge, we would love to hear from you.

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