Paraplanner
2 weeks ago
Are you a Paraplanner in Birmingham looking to join one of the leading firms in the UK?
We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond.
If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you
What you'll be doing:
Providing pooled support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
Produce technical documents for the advisers based on the research and requirements of the client
Managing workflow and organisation of ongoing workload
Adhering to FCA requirements and Compliance Policies
What you need to apply:
Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
4+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
CII Level 4 - Diploma in Regulated Financial Planning
What's in it for you?
A basic salary of up to £50,000 dependent on experience and qualifications
Excellent benefits package with generous pension contribution, discretionary bonus & more
Social opportunities throughout the year
Comprehensive training structure with planned progression opportunities
What next?
Hit apply or contact Dan directly
(email address removed) (Just .co)
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