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Paraplanner
South Birmingham
Office Based
Up to £45k
This opportunity is ideal for experienced paraplanners seeking a dynamic role within a supportive environment.The position offers a competitive salary and a clear pathway for professional development.Candidates with a strong background in financial planning and a commitment to delivering high-quality client service will find this role particularly rewarding.
The Business
Our client is a well-established financial advisory practice known for its commitment to independent advice and client-centric approach.The firm boasts a team of dedicated advisers and support staff, leveraging advanced technology to streamline operations and enhance client interactions.The business offers a collaborative environment where professionals can thrive and progress in their careers.
The Role
As a paraplanner, you will play a crucial role in supporting financial advisers by preparing detailed reports, conducting thorough research, and ensuring compliance with regulatory standards.Your day-to-day responsibilities will include:
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Collaborating with advisers to develop tailored financial plans for clients
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Conducting in-depth product and market research to support recommendations
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Preparing comprehensive suitability reports and documentation
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Liaising with clients to gather necessary information and address inquiries
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Ensuring all advice and documentation adhere to regulatory requirements
This role offers the opportunity to work closely with experienced professionals, gaining insights and mentorship to further your career in financial planning.
The Benefits
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Salary up to £45k depending on experience
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Opportunities for professional development and career progression
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Holiday days
- Employer pension contributions
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Bonus scheme
- Full benefits TBC
How to Apply
Applying is straightforward.Click the 'Apply Now' button to submit your application.Shortlisted candidates will be contacted to discuss the next steps, which typically include an initial telephone interview followed by a face-to-face meeting with the hiring team.
