Senior Financial Support Specialist
4 days ago
We are looking for a skilled Paraplanner to join our team in the Midlands. As a Paraplanner, you will be responsible for providing a full paraplanning function to one of our 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
You should have experience as a Paraplanner and excellent suitability report writing skills. Experience of using cash flow modelling would be preferable, and individuals holding full Diploma or close to achieving this would be preferable.
Why Choose Us
- A competitive salary of up to £42,000
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Hybrid working with mixture of home, office in Bromsgrove or Market Harborough and attending some client meetings
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