Paraplanner

2 weeks ago

Castle Bromwich, United Kingdom Premier Jobs UK Limited Full time

This Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.

As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and developing suitable client recommendations. Also, you will be supporting Financial Advisors in developing and maintaining long term ongoingclient relationships. As such you will:

- Receive debriefings from the Financial Advisor post client meetings
- Analysing data and using research tools to create solutions in line with client needs and objectives
- Produce appropriate suitability letters, client specific illustrations and key feature documents
- Prepare existing client files ready for review
- Ensure all client files are compliant on an ongoing basis
- Monitor the performance of the DFMs
- Undertake project / client work as required

Advice is typically provided on investments, pensions and estate planning and some VCTs.

**Paraplanner Requirements**
- Ideally, you should be Level 4 qualified in Financial Planning or close to achieving this
- You should have 1 to 2 years paraplanning experience, ideally within an IFA firm
- You should have experience of writing good reports

**The Company**

This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives.

**Paraplanner Benefits**
- Salary of £28,000 - £40,000 plus quarterly bonuses
- Plus, 3% & 5% pension contribution, DIS and financial support towards exams
- Up to 2 days working from home, with remainder from the office
- This company has previously organised team building events with overseas trips

**Location**

Castle Bromwich

**_Liability and Disclaimer_**
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._

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