Paraplanner

SJC Partners

Posted 20 hours ago, valid for a month

Birmingham, West Midlands B27 6QS, England

£24,000 - £28,800 per annum

Full Time

Life Insurance

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Sonic Summary

We are seeking a Paraplanner to join a leading global financial services firm.
The ideal candidate should have experience in providing first-class paraplanning services and a minimum of two years in the financial planning sector.
The position offers a competitive salary along with performance-based bonuses and a comprehensive benefits package.
Responsibilities include preparing financial plans, conducting research, and ensuring compliance with regulations.
Candidates should hold at least an A Level/Higher standard education and a RQF level 4 Diploma in Regulated Financial Planning.

We are excited to present a fantastic opportunity for a Paraplanner to join a leading global financial services firm. Our client is dedicated to providing innovative solutions and expert advice to their clients. We are looking for a detail-oriented and motivated professional to support their financial advisory team.

Key Responsibilities:

Prepare comprehensive financial plans and investment reports for clients.
Conduct in-depth research on investment products, markets, and regulations.
Collaborate with financial advisors to gather client information and assess financial needs.
Ensure compliance with regulatory requirements and internal policies.
Assist in the development and implementation of client strategies.
Maintain accurate client records and documentation.
Stay updated on industry trends and changes to enhance service delivery.

Qualifications:

Experience of providing a first-class paraplanning service.
Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice.
Educated to at least A Level/Higher standard (or equivalent).
RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
Commitment to study towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).

What We Offer:

Competitive salary and performance-based bonuses.
Comprehensive benefits package, including private medical insurance and more.
Opportunities for professional development and continuing education.
A supportive and collaborative work environment.

If you are passionate about helping clients achieve their financial objectives and are looking for a rewarding career opportunity, we want to hear from you! Please submit your resume and a cover letter detailing your relevant experience to Paige Williams at SJC Partners.

Company pension
Cycle to work scheme
Enhanced maternity leave
Free flu jabs
Life insurance
Private medical insurance
Work from home

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