Job Description
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm.
You 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 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
* Establishing and building strong relationships with clients
Paraplanner Requirements:
* You should have experience as a Paraplanner
* You should have excellent suitability report writing skills
* Experience of using cash flow modelling would be preferable
* Individuals holding full Diploma or close to achieving this would be preferable
* You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
The Company:
This 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 Benefits:
* 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 wellbeing programmes
* Hybrid working with a mixture of home, office in Bromsgrove or Market Harborough and attending some client meetings
Locations:
* Birmingham
* Market Harborough
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