Paraplanner - Hybrid working
Location: Birmingham - Hybrid working (3 days in-office, 2 days from home after probation)
Salary: £30,000 - £40,000
Hours: Monday to Friday, 9am - 5pm (1-hour lunch)
Benefits:
1. 23 days holiday (increasing by 1 day per year for the first 3 years)
2. Birthday off
3. Pension: 5% employer/3% employee (after 3 months)
4. Life Assurance: 4x basic salary (after 3 months)
About the Role:
We are recruiting for an experienced Paraplanner to join a growing financial planning firm based in Birmingham. The role offers a dynamic hybrid working arrangement and the opportunity to work within a supportive and collaborative team. This position is perfect for someone with a strong background in financial planning and paraplanning, looking for career growth in a forward-thinking organization.
Key Responsibilities:
1. Provide professional and friendly client support via phone, email, and in person.
2. Conduct research and analysis to support financial advisers in delivering tailored financial plans.
3. Prepare suitability reports, financial plans, and documentation for client recommendations.
4. Analyse client data, including cash flow modelling and investment research.
5. Handle complex client investments and liaise with third-party providers.
6. Ensure compliance standards and maintain accurate records in line with company procedures.
Requirements:
1. Prior paraplanning experience is essential.
2. Working towards or holding the CII Financial Planning Diploma or Paraplanning Diploma is desirable.
3. Strong attention to detail, organizational skills, and the ability to handle multiple tasks.
4. Flexibility and a team-oriented mindset in a fast-paced environment.
Why Apply?
This role offers a competitive salary, bonus opportunities, study support, and the chance to be part of a growing company. Make a meaningful difference in clients' lives while advancing your career within a supportive team culture.
If you're a Paraplanner looking for your next opportunity, apply today. #J-18808-Ljbffr