Paraplanner

TEMPLEGATE RECRUITMENT LIMITED

Posted 20 hours ago, valid for a month

Birmingham, West Midlands B16, England

£45,000 per annum

Full Time

Retirement Plan

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Sonic Summary

The company is seeking an experienced Paraplanner for an office-based position in Edgbaston, Birmingham, offering a salary between £40,000 and £45,000 depending on experience and qualifications.
The role involves preparing for client meetings by conducting reviews, analyzing opportunities, and crafting suitability reports, requiring a solid understanding of pre- and post-retirement planning, investments, and taxation.
Candidates must have experience with the Intelligent Office (IO) back-office system and a background in an Independent Financial Advisor (IFA) environment, along with knowledge of retail investment products.
The position also requires familiarity with SIPP providers, industry legislation, and the pursuit of a Level 4 Financial Services Diploma qualification.
Benefits include hybrid working, parking, lunch, a pension plan, examination support, sick pay, and 25 days of holiday plus bank holidays.

Position:Paraplanner

Location:Edgbaston, Birmingham (office-based)

Benefits:

Hybrid working
Parking
Lunch
Pension plan
Examination support
Sick pay
25 days holiday, plus bank holidays

Salary:£40,000 - £45,000 depending on experience and qualifications

About the Company:

We are currently seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm. In this role, you will be responsible for executing the technical aspects of client meeting preparation, including conducting regular reviews, analysing opportunities, and crafting suitability reports. A comprehensive understanding of pre- and post-retirement planning, investments, and taxation is crucial. Effective communication skills and a collaborative mindset, including mentoring and coaching, are vital components of this role.

Key Responsibilities as a Paraplanner:

Ensuring thorough understanding of the Financial Planners requirements through effective questioning and articulation.
Analysing information on clients existing financial arrangements and conducting gap analyses.
Researching products based on guidelines from the Financial Planner, client circumstances, and objectives to support recommendations.
Compiling personalised Suitability and Ongoing Suitability Reports that are clear, written in plain English, and compliant with regulations. (Training provided)
Preparing cases for client meetings.

Requirementsas a Paraplanner:

Experience with Intelligent Office (IO) back-office system.
Previous experience working within an Independent Financial Advisor (IFA) environment with comprehensive knowledge of all retail investment products.
Familiarity with SIPP providers, permitted investments, and specialist funds.
Understanding of industry legislation, including MiFID II, GDPR, and AML.
Working towards Level 4 Financial Services Diploma qualification.

To seize this opportunity, submit your application today for this paraplanning role. If your profile aligns with our criteria, one of our specialist consultants will connect with you to delve deeper into the role and assist with your CV submission. During this interaction, we aim to uncover your unique skills and motivations and may suggest other relevant opportunities that match your requirements.

Due to the high volume of applications, we regret that we cannot provide individual feedback. If you haven't heard from us within 7 days, please assume that your application has not been successful.

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