Job Description
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmYou will be providing a full paraplanning function to one of their 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 reviewsBuilding cash flow modelsUndertaking research to identify appropriate financial planning solutionsPreparing recommendations and suitability reportsIdentifying areas for further financial planningLiaising with the clients legal and tax advisorsOverseeing implementation of recommendations, completion of application forms and ensuring all compliance is in orderAttending client meetings on occasionsEstablishing and building strong relationships with clientsParaplanner RequirementsYou should have experience as a ParaplannerYou should have excellent suitability report writing skillsExperience of using cash flow modelling would be preferableIndividuals holding full Diploma or close to achieving this would be preferableYou must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleaguesThe CompanyThis growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients.
The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.Paraplanner BenefitsSalary of up to £40,000Plus company benefits including competitive bonus scheme, pension, life assurance, group income protection, health cash plans and salary exchanges28 days holiday plus bank holidays and birthday day offExcellent ongoing employee well being programmesHybrid workingwith mixture of home, office in central Birmingham or Market HarboroughLocationsBirminghamMarket HarboroughLiability and DisclaimerWhilst 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 liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ