Paraplanner - Opportunity To Progress Into A Financial Advisor

Reed; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning firm in Birmingham seeks a Paraplanner to join their supportive team. The role involves preparing financial strategies, maintaining client relationships, and managing investment transactions. The ideal candidate has at least 2 years of Paraplanning experience and is working towards a Level 4 Financial Planning Diploma. The firm offers a competitive salary, performance bonuses, and career advancement opportunities.

Benefits

Competitive salary range

Annual performance-related bonus

Death in Service cover

Medical expenses insurance

10% pension scheme

Exam cost payments

24 days holiday plus bank holidays, increasing to 29 days

Qualifications

• Minimum of 2 years' experience in Paraplanning.
• Working towards or holding a Level 4 Diploma in Financial Planning.

Responsibilities

• Attend all client review meetings, preparing financial strategies.
• Maintain close client contact for service standards.
• Manage a portfolio of clients with advisers.
• Prepare and execute high-worth investment transactions.

Skills

Experience in Paraplanning

Financial Planning knowledge

Client communication

Education

Level 4 Diploma in Financial Planning – DipPFS or equivalent

Job description

Overview

• Annual Salary: £30,000 - £45,000 (depending on experience and qualifications)
• Location: North west Birmingham
• Job Type: Full-time - Office based

Join a prestigious financial planning firm, known for integrating Life Planning and Coaching into their services. They are seeking a Paraplanner who is not only skilled but also genuinely nice, as they pride themselves on a supportive and friendly work environment.

They pride themselves on being a supportive and understanding company, especially during challenging times. They recognise the importance of family commitments and offer flexibility when needed. In return, they value and expect loyalty, honesty, and mutual respect.

Day-to-day of the role

• Attend all client review meetings, preparing financial planning strategies, cashflow modelling, and report construction.
• Maintain close client contact to ensure the highest possible standard of service.
• Play a key role in the business by suggesting improvements and refinements to their proposition.
• Manage a portfolio of clients jointly with advisers, being the primary point of contact.
• Prepare and execute high-worth investment transactions.
• Work collaboratively with other paraplanners and advisers to create and implement effective processes and procedures.

Required Skills & Qualifications

• Minimum of 2 years\' experience in Paraplanning.
• Working towards or holding a Level 4 Diploma in Financial Planning – DipPFS or equivalent.
• Potential for specialisation in different job roles within the company.

Benefits

• Competitive salary range of £30,000 - £45,000 per annum.
• Annual performance-related bonus in December.
• Death in Service cover and Income protection.
• Medical expenses insurance.
• Generous 10% pension scheme (5% employer contribution, 5% employee contribution).
• Payment of exam costs, CII membership fees, and exam bonuses.
• 24 days holiday plus bank holidays, increasing to 29 days with years of service.
• Clear route to Adviser role, with full Administration and Paraplanning support.

This position offers a unique opportunity for career advancement and specialisation, supported by comprehensive training and development. If you are looking to make a significant impact in a stable and secure environment, I would love to hear from you.

To apply for this Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.