Senior Paraplanner

Job Title: Technical Paraplanner

Salary: £38,000 - £45,000

Location: Birmingham

This role is with a well respected firm of Financial planners that have an excellent reputation within the industry. to grow over the last few of years and have advisors across the country throughout several offices. The business is split between providing bespoke Independent Financial Advice as well as having a broad corporate employee benefits offering.

Due to this, they handle a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, Group Risk and GPP. The role would be varied in the types of cases and give the chance for someone to really utilise their knowledge in an independent firm.

Being a bigger firm that provide employee benefits, there is a strong remuneration package on offer and they provide a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance to build a career with them.

The role would involve providing complex paraplanning support to one of the firms senior planners across a range of HNW clientele. Ideally this will be someone who would like to be more involved in the advice process, attending meetings, producing cash-flow analysis and working 1-2-1 with the Planner.

There is a friendly, outgoing team at the firm and you will be an important part of that working within the paraplanners and administrators to provide a high quality service to the clients at the firm.

The Required Skills:

• Experience of working within a Financial Planning or Wealth Management Firm is essential.
• An understanding of paraplanning with knowledge around Suitability report writing is desirable.
• Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous.
• Personable professional who is comfortable dealing with clients both written and verbally.
• An understand and working knowledge around pensions and investments, the FCA and how a Financial services firm operates.

If you are interested in hearing more about this position, please get in touch with us at Capio.v