Support Paraplanner

IDEX Consulting; West Midlands Combined Authority; On-site; GBP 30,000 - 45,000; Full time

Job summary

Une entreprise de planification financière dynamique recherche un Paraplanner technique pour rejoindre son équipe dans les Midlands. Le candidat idéal aura un diplôme en Financial Planning et démontrera une solide expérience en communication et en recherche financière. Ce rôle offre une excellente opportunité de développement de carrière, avec un soutien exceptionnel pour la progression professionnelle au sein d'une entreprise primée.

Qualifications

• Diplôme en Financial Planning requis.
• Intérêt et expérience en planification financière souhaités.
• Expérience idéalement en environnement IFA, avec communication de feedback constructif.

Responsibilities

• Comprendre le processus de conseil de l'entreprise.
• Participer à la recherche financière et produire des rapports de conformité.
• Assurer un soutien technique et administratif.

Skills

Interpersonal skills

Financial planning knowledge

Education

Diploma in Financial Planning

Job description

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Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?

Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?

If so, then we have the perfect opportunity for you!

This is a fantastic opportunity to expand your experience and knowledge as a Paraplanner to join one of the best and technically gifted financial planning firms in the Midlands.

Technical Paraplanner - key tasks and responsibilities:

• Develop a thorough understanding of the firm's advice process
• Participating in and delivering financial research within agreed timeframes, on solutions and investments including VCTs, business relief, AIM, on an independent basis using a range of third-party research tools
• Producing suitability reports
• Provide technical support and administration

Technical Paraplanner - key requirements:

• Diploma in Financial Planning as a minimum qualification requirement
• Demonstration of knowledge, interest and experience in financial planning
• Experience in an IFA (ideally financial planning) environment, demonstrating quality communications of constructive feedback

Assistance with career development is outstanding

About our client:
A Sutton Coldfield based Chartered financial and life planning business.