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IDEX Consulting Ltd
Birmingham
A fantastic opportunity has arisen for an experienced paraplanner to join a top tier advice practice. Idex are working with a prestigious client to search for a candidate with previous experience in a Paraplanner role.The primary duties for this role includes research and report writing and as such all candidates must be competent suitability repor
Job Source: IDEX Consulting LtdMERJE Ltd
United Kingdom
Senior Paraplanner Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function.As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising w
Job Source: MERJE LtdRecruit UK
Birmingham
Job Title: Paraplanner Industry: Wealth Management Location:Birmingham Salary: £33,000 - £42,000 Reference Number: 9021 Job Description: Recruit UK are proud to be working with a reputable wealth management firm in Edgbaston, seeking a Paraplanner to join their team. The ideal candidate should possess excellent technical administration skills. This
Job Source: Recruit UKReed
Birmingham
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability repo
Job Source: ReedCapio Recruitment Financial Planning
Coventry
Job Title: Paraplanner Salary: Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice are continuing to grow and is now looking to bolster their back-office team with a technical professional. Providing technical support across a diverse range of case types including P
Job Source: Capio Recruitment Financial PlanningMERJE Ltd
United Kingdom
Paraplanner MERJE, West Midlands, England, United Kingdom (Hybrid) Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions
Job Source: MERJE LtdRecruit UK | Certified B Corp™
Bromsgrove, England, United Kingdom
Job Title: Paraplanner Industry: Financial Planning Location: Bromsgrove – Predominantly remote Salary: £30,000 – £40,000 Job Reference: 9000 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice. This company ensures their clients are provided with
Job Source: Recruit UK | Certified B Corp™TEMPLEGATE RECRUITMENT LIMITED
Birmingham
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Edgbaston Benefits: Life Cover,Critical Illness cover,Income Protection,Pension contributions, Bonus, Holiday, Hybrid working , Free eye tests. Salary: £33,000 to £42,000 depending on qualifications and experience About the Company:
Job Source: TEMPLEGATE RECRUITMENT LIMITEDBirmingham
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. A working knowledge of pre and post retirement planning, investments and taxation is key to this role. In return you'll be be receive an annual salary up to £36k.
Main Responsibilities:
Develop a professional working relationship with the Financial Planner(s) by communicating regularly to understand their key requirements and priorities in order to plan the workload/meet service level agreements.
To have a thorough understanding of the company Financial Services advice process, including suitability report format, regulatory requirements imposed by the FCA and be able to deliver these within a reasonable timescale.
To understand each client’s circumstances, objectives, attitude to risk, knowledge and experience to ensure advice is appropriate and to be able to find an alternative solution for the Financial Planner where needed.
Prepare analysis of client’s existing portfolio / holdings for client meetings and updates.
Conducting research and quotations for client meetings.
Submit a compliant file to the Compliance Director, where requested, for a compliance audit to be carried out.
Provide regular timely updates to the Financial Planner.
Develop working relationships with product providers.
Work closely with the rest of the team to share ideas and best practice, including assisting the Office Manager with all aspects of a good client experience and identify any improvements that can be made.
To undertake any other duties, as required.
To continuously meet with the regulator’s Fit & Proper requirements.
To take responsibility for self-development/CPD in order to maintain knowledge and understanding of regulatory developments.
Essential Experience/Qualifications Required:
Excellent organisational and prioritising skills, with the ability to stay focused under pressure.
Excellent verbal and written communication skills.
Confident to communicate and influence at all levels.
Highly numerate and analytical with excellent attention to detail.
Self-motivated and able to work on own initiative.
Team player.
Solutions orientated.
Previous experience of working within a Paraplanner position, with a good knowledge of all retail investment products.
Strong PC skills, with good knowledge of MS Word and Excel.
Ability to balance commercial needs with compliance requirements.
Key Skills/Attributes:
A positive, friendly and service orientated person with a ‘can do’ attitude.
Articulate communicator, including an excellent telephone manner.
Honesty, integrity and ability to maintain confidentiality.
Hard working and responsive to the need to deliver a high quality support service.
Attention to detail and exceptionally high standards of work.
Ability to work with a positive attitude and to follow through on activities in a timely manner.
Ability to work well in both a self-directed manner and as a team member, while embracing the firms core values.
Willingness to work as a key member of a small team and help others where needed.
Paraplanner jobs in Birmingham
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