Senior Paraplanner

  • Location

    Sutton Coldfield, West Midlands

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1304_1599475059

  • Published:

    5 months ago

  • Expiry date:

    2020-10-07

  • Consultant:

    #

CF30 Senior Paraplanner - Sutton Coldfield - Whole of market Chartered Financial Planners

An established and thriving firm of Chartered Financial Planners based in Sutton Coldfield are seeking a Senior Paraplanner with whole of market experience to join their Private Client team. This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to the Managing Director and his clients, with additional support from the Private Client Administrators.

Responsibilities include writing full Financial Planning reports without templated aids, conducting full market product research and liaising with Clients and product providers. You'll be authorised to provide advice and will help the MD by conducting some reviews for existing clients. The successful candidate must have experience in a whole of market IFA environment and be able to write bespoke suitability reports without using supporting software templates. You should have strong communication skills and will be confident in your ability to discuss financial planning solutions with clients.

Experience of platforms and Truth Cashflow planning software is desirable and DipPFS as a minimum is a necessity. Candidates will ideally be Chartered or within one or two exams. This is a sought after opportunity working for an exclusive name in the market offering a highly competitive salary, bonus scheme and clear structured career progression. The position is full time, office based and due to the nature of the role the company prefer not to offer flexible working arrangements.