Paraplanner
We are working exclusively with a well-regarded financial services organisation, who are currently looking to appoint an experienced Paraplanner to join their adviser support team
This is a key role where you'll add real value day to day, supporting Financial Advisers with in depth technical input across estate planning, investment recommendations, pension analysis and switching as well as retirement strategies. This is a great opportunity for someone who is looking for career progression or looking to develop their skills within Paraplanning
Location - Birmingham - Twice a Week Onsite
What you'll be doing
Within this role, you will be responsible for preparing case documentation, carrying out research and analysis with a focus on Estate Planning - completing relevant calculations and producing suitability reports. These reports must meet both internal and external compliance standards, whilst reflecting on advice provided and client circumstances
Further Responsibilities
* Prepare application forms and product information packs as required
* Update point of sale systems with relevant data, notes and information gathered either directly or via consultants
* Support the delivery of a web based, telephone and email helpdesk for complex cases
* Provide technical support and guidance to field based staff in relation to Estate Planning advice, investment replacement and pension switching
Key Skills and Experience
* Technical proficiency in more complex advice areas such as estate planning
* Understanding of pension products
* Knowledge of annual allowance and lifetime allowance
* Have experience within writing suitability reports
* Excellent communications
* Previous experience within Paraplanning
Benefits
Annual bonus to recognise your contribution
28 Days Annual Leave (plus a culture day) - rising to 30 days with service
Flexible hybrid working for better work-life balance
Company pension scheme
Free secure underground parking
Salary sacrifice schemes