Paraplanner

Premier Jobs UK Limited • Market Harborough, ENG, United Kingdom • 15h ago

Job Description

This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm

You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:

Preparing and maintaining client files and client reviews
Building cash flow models
Undertaking research to identify appropriate financial planning solutions
Preparing recommendations and suitability reports
Identifying areas for further financial planning
Liaising with the clients legal and tax advisors
Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
Attending client meetings on occasions
Establishing and building strong relationships with clients

Paraplanner Requirements

You should have experience as a Paraplanner
You should have excellent suitability report writing skills
Experience of using cash flow modelling would be preferable
Individuals holding full Diploma or close to achieving this would be preferable
You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues

The Company

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Paraplanner Benefits

Salary of up to £42,000
Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
Excellent ongoing employee well being programmes
Hybrid workingwith mixture of home, office in Bromsgrove or Market Harborough and attending some client meetings

Locations