Technical Research Associate

1 month ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

About the Company

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Premier Jobs UK Limited has experienced significant growth since its inception in 2012, expanding through acquisitions and organic growth. Our team of 10 Financial Advisors serves over £500m FuM, aiming to grow further.

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About You

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We are looking for a skilled Paraplanner to join our Castle Bromwich office. As a key member of our financial planning team, you will support Financial Advisors in developing client recommendations and maintaining long-term relationships.

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  • Main Responsibilities:
  • Provide technical support to Financial Advisors;
  • Analyse data and create solutions using research tools;
  • Produce suitability letters, illustrations, and key feature documents;
  • Maintain compliance and monitor DFM performance;
  • Undertake project work as required.
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Requirements:

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To succeed in this role, you should have:

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  • A Level 4 qualification in Financial Planning;
  • 2+ years of experience within Financial Services, preferably in an IFA practice;
  • Proficiency in Intelligent Office and MS Office;
  • Excellent writing skills for report generation.
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What We Offer:

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We provide a competitive salary range of £35,000 - £40,000, quarterly and annual bonuses, pension contributions, and more.

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