Job Title: Paraplanner
Company: Leading Financial Planning organisation
Location: Birmingham city centre (Hybrid Working)
Salary: Up to £38,000 per annum, plus bonus and benefits
Are you an experienced Paraplanner looking to join a forward thinking, Wealth & Investment Management firm with a strong presence in their niche sector across the UK? Our client, based in Birmingham city centre, is seeking a dynamic and talented individual to join their team. This is a fantastic opportunity to work in a hybrid environment, with 2 days of remote working.
You will be a key member of a small team, working alongside a Senior Paraplanner and Administration team to ensure that work is completed to the highest standard for the Financial Planners and their clients.
- Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
- Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
- Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
- Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans. Sit in on client meetings (in office and via Teams) on a regular basis
- Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.
- Experience: Minimum of 1 years of experience as a Paraplanner within the financial services sector.
- Qualifications: You should hold your Diploma in Financial Planning or be working towards this qualification
- Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
- Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
- Team Player: Collaborative approach to working within a team environment.
- Basic salary up to £38,000 per annum.
- Annual bonus.
- Comprehensive benefits package.
- Hybrid working model with up to 2 days remote working.
- Financial Services