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Executive Consultant - Wealth Management/Financial Planning
Paraplanner – Birmingham – Up to £40,000
Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you!
We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients.
Key Responsibilities
* Preparing and maintaining client files and reviews.
* Building cash flow models.
* Crafting recommendations and suitability reports.
* Identifying areas for financial planning.
* Conducting independent research and collaborating with Financial Planners to find suitable solutions.
Knowledge
* In-depth understanding of the financial planning process.
* Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection.
* Exceptional suitability report writing skills.
* Commitment to staying updated on product, technical, and legislative changes within the financial marketplace.
Benefits
* Flexible home working arrangements.
* 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown).
* Birthday day off (after probation).
* Sick pay: 5 weeks full pay, 8 weeks half pay.
* Income protection for up to 5 years.
* Pirkx online discounts and cashback, plus 24-hour access to a GP.
* 4x salary death in service.
* 5% matched pension contributions.
* Access to Academy for long-term career progression.
* Competitive bonus scheme.
If you’re an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we’d love to hear from you.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Staffing and Recruiting
Referrals increase your chances of interviewing at Heat Recruitment by 2x
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