Job Description
Paraplanner, Salary up to £40,000
Birmingham based
Early finish on Friday's
X4 Death In service
Our Client are a Boutique Firm of Independent Financial Planners who hold an excellent reputation in the Industry for Providing bespoke Financial Planning Advice to high net worth individuals. Due to their continued growth now have an excellent opportunity for a talented Paraplanner to join their dynamic organisation to provide technical research and suitability report writing services to a team of financial advisers. The Paraplanner will need to ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business.
This is a role that offers more than your traditional Paraplanner duties, you will be consulted throughout the advice process to utilise your knowledge and experience in the creation of high-quality advice recommendations in working alongside experienced Financial Planner.
The role will also entail other technical tasks including the completion of in-depth tax calculations and detailed cash flow forecasts for example.
Responsibilities.
" Producing detailed suitability reports in all areas of advice.
" Completing annual review letters
" Dealing with ad hoc requests from adviser such as research tasks for upcoming client meetings, tax calculations and support needed to deliver great client outcomes.
" Working closely with advisers and will be directly involved in moulding detailed advice recommendations.
" Producing cash flow forecasts for clients.
" Being able to work effectively with other teams within the business.
" Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log.
About you
" Will be level 4 Diploma qualified with a desire to progress further.
" Have high attention to detail, and an appreciation of the importance of data accuracy
" Enjoy problem solving, working within a team to build a variety of solutions to enhance clients lives through great financial planning.
" Have sound IT skills and a working knowledge of Microsoft Office. Previous experience with Voyant, FE analytics and Dynamic planner preferred
Our client is looking for a Self-motivated, driven, passionate individual to join them and hit the ground running, alongside delivering a high degree of professionalism.
For more information please contact one of specialist consultants quoting REF: NJR16102
