Paraplanner for Wealth Management | Client-Centric Planning

Nelson Scott; United Kingdom; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

A leading financial services firm in Birmingham is seeking a skilled Paraplanner to join their team. The successful candidate will provide essential support to Senior Advisors, prepare suitability reports, conduct technical research, and ensure a positive client experience. Candidates should hold a Level 4 qualification in Financial Planning and demonstrate strong communication skills. This full-time position offers benefits like private medical insurance and pension contributions.

Qualifications

• Level 4 qualification in Financial Planning or equivalent.
• Demonstrable experience in paraplanning with solid technical knowledge.
• Strong understanding of financial planning principles.

Responsibilities

• Prepare comprehensive suitability reports covering various advice types.
• Conduct thorough technical research to support financial recommendations.
• Maintain accurate client records demonstrating the suitability of advice.
• Collaborate with Financial Planners for exceptional client experiences.
• Attend client meetings supporting Financial Planners in technical queries.

Skills

Attention to detail

Technical research

Financial product knowledge

Communication skills

Education

Level 4 qualification – CII, Diploma in Financial Planning/Regulated Financial Planning or equivalent

Job description

A leading financial services firm in Birmingham is seeking a skilled Paraplanner to join their team. The successful candidate will provide essential support to Senior Advisors, prepare suitability reports, conduct technical research, and ensure a positive client experience. Candidates should hold a Level 4 qualification in Financial Planning and demonstrate strong communication skills. This full-time position offers benefits like private medical insurance and pension contributions.