Financial Planning Specialist
2 weeks ago
Birmingham-based Harris Commercial Ltd is seeking an experienced Paraplanner to join its growing financial planning firm. The ideal candidate will possess a strong background in paraplanning and financial planning, with excellent research and analytical skills.
This role offers a dynamic hybrid working arrangement, enabling the successful candidate to work from home 2 days a week after probation. You will be part of a supportive and collaborative team environment that prioritizes career growth and professional development.
The chosen candidate will contribute to delivering tailored financial plans for clients, ensuring compliance standards are met, and maintaining accurate records according to company procedures.
About the Role:
We are looking for an accomplished Paraplanner to support our team of financial advisers. As a key member of our team, you will conduct thorough research and analysis to provide valuable insights for client recommendations.
Your responsibilities will include preparing suitability reports, financial plans, and documentation for client recommendations, as well as analyzing client data, including cash flow modeling and investment research.
You will also handle complex client investments, liaise with third-party providers, and ensure compliance standards are maintained in accordance with company procedures.
Key Responsibilities:
- Provide professional and friendly client support via phone, email, and in person
- Conduct research and analysis to support financial advisers in delivering tailored financial plans
- Prepare suitability reports, financial plans, and documentation for client recommendations
- Analyze client data, including cash flow modeling and investment research
- Handle complex client investments and liaise with third-party providers
- Ensure compliance standards and maintain accurate records in line with company procedures
Requirements:
- Prior paraplanning experience is essential
- Working towards or holding the CII Financial Planning Diploma or Paraplanning Diploma is desirable
- Strong attention to detail, organizational skills, and the ability to handle multiple tasks
- Flexibility and a team-oriented mindset in a fast-paced environment
Salary and Benefits:
The successful candidate can expect a competitive salary range of £30,000 - £40,000 per annum, reflecting their exceptional skills and experience. Additionally, they will receive bonus opportunities, study support, and the chance to advance their career within a supportive team culture.
Benefits include:
* 23 days holiday (increasing by 1 day per year for the first 3 years)
* Birthday off
* Pension: 5% employer/3% employee (after 3 months)
* Life Assurance: 4x basic salary (after 3 months)
Why Apply?
This role offers the opportunity to make a meaningful difference in clients' lives while advancing your career within a supportive team culture.
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