Paraplanner
Location: Edgbaston, Birmingham
Salary: Up to £55,000
Duration: Full time, Permanent
We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.
The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.
Key Responsibilities for the Paraplanner
* Assist financial planners in preparing financial plans, investment strategies, and recommendations.
* Conduct research on investment products, pensions, tax, and other financial matters.
* Analyse client data to support financial recommendations.
* Prepare and maintain client documentation and reports.
* Liaise with clients, providers, and other professionals as required.
* Ensure that all work complies with regulatory requirements and company policies.
* Manage and track the progress of client cases and ensure timely delivery of financial plans.
On Offer?
* Salary of up to £55,000
* 2 days a week working from home
* 25 days annual leave bank holidays
* Company Bonus scheme
* Study support to Chartered Status
Requirements
* Level 4 diploma in regulated financial planning
* 2+ years experience in a paraplanning role
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