Overview
We have a fantastic opportunity available for a Wealth Paraplanner to join our Birmingham office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.
Responsibilities
* Provide appropriate support for Wealth Managers / Financial Planners.
* Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
* Facilitate the smooth processing of new and existing business.
* Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
* Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
* Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
* Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members.
* Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard.
* Support colleagues with client interaction and by developing an awareness of client management and advice processes.
* Supports delivery of client service under the guidance of Wealth Managers / Financial Planners.
Requirements
Must have
* Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc).
* Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
* Collaborative spirit: A team player who thrives in a fast-paced, progressive culture.
Nice to have
* Working towards or attained CII or CISI Level 6 or equivalent.
* Clear and concise communication skills – oral and written.
* Ability to meet deadlines/work within restricted timescales.
* Ability to work on own initiative to achieve required results.
Benefits
* Leaders who support your development through coaching and managing opportunities.
* Opportunities to work with the best in the field.
* Ability to make a difference and lasting impact.
* Work in a dynamic, collaborative, progressive, and high-performing team.
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