Paraplanner

Pertemps Birmingham Commercial

Posted 9 days ago, valid for 19 days

Birmingham, West Midlands B27 6QS, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The job title is Paraplanner located in Birmingham.
The salary range for this position is £30,000 - £40,000.
Candidates are required to have experience as a Paraplanner or in a similar role within the financial services industry.
Key responsibilities include supporting financial advisers, preparing client documentation, and conducting product and market research.
The role demands strong knowledge of financial products, compliance requirements, and excellent communication and organizational skills.

Job Title: ParaplannerLocation: BirminghamSalary: £30,000 - £40,000A reputable financial services firm is looking to hire an experienced Paraplanner to support financial advisers by providing essential research, analysis, and preparing client documentation. This role requires a strong understanding of financial products and compliance requirements, as well as a commitment to delivering high-quality service to clients.Key Responsibilities:

Support advisers by interpreting client data and providing research and recommendations.
Prepare suitability reports, key feature documents, and client illustrations.
Conduct product and market research using tools like Aequos, Morningstar, and Selectapension.
Ensure client files and documentation comply with company and regulatory standards.
Manage client files, quotations, and valuations while maintaining a high standard of administration.

Requirements:

Experience as a Paraplanner or similar role in the financial services industry.
Strong knowledge of investment products, pensions, and market structures.
Familiarity with financial planning software and regulatory compliance.
Excellent communication, organisation, and attention to detail.
Ability to manage multiple tasks and meet deadlines.

If you're a proactive and detail-oriented professional looking to advance your career, please apply now!

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