Job description
An established and highly regarded independent financial planning firm, is looking to appoint an experienced Paraplanner to join its growing team based on the outskirts of Redditch.
This business prides itself on delivering truly independent advice, offering clients access to the whole of the market and building long term, trusted relationships. You will be joining a collaborative, supportive environment where quality of advice and client service genuinely come first.
The Role
Reporting to the Paraplanning Team Supervisor, you will provide high level technical support to advisers and play a key role in delivering clear, compliant and client focused advice.
Your responsibilities will include:
1. Writing multi pension and investment suitability reports
2. Preparing protection, tax planning and annual review reports
3. Identifying missing KYC information and liaising with advisers and support staff to obtain it
4. Preparing documentation for client sign off
5. Recording client communications accurately and consistently
6. Liaising with product providers and third parties to gather information
7. Supporting with tax calculations where required
This is a full time, permanent position within a business that values attention to detail, technical strength and continuous development.
About You
8. Experience within financial services is essential
9. Strong suitability report writing skills
10. High standards of written and numerical ability
11. Working towards or holding Level 4 Diploma in Financial Planning (or equivalent)
12. Organised, detail focused and able to manage multiple deadlines
13. A strong team player with a proactive mindset
14. Administrative experience is advantageous
15. Driving licence preferred due to limited public transport links
What's on Offer
16. 35 hour working week with early finish on a Friday
17. 26 days holiday plus bank holidays and holiday purchase scheme
18. Contributory pension and death in service benefit
19. Annual bonus
20. Ongoing professional development support, including funding towards Diploma exams
This is an excellent opportunity for a driven Paraplanner who wants to join a stable, growing firm where development is encouraged and your technical expertise will be valued.
To apply or for further information, please contact:
Ellie Sedgwick
IDEX Consulting