Paraplanner

Taylor James Professional Recruitment

Posted 10 hours ago, valid for 9 days

Birmingham, West Midlands B27 6QS, England

Full Time

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Sonic Summary

Our client, a prestigious financial planning firm in Birmingham, is seeking a Paraplanner to join their experienced team on a permanent basis.
The role involves writing suitability letters, conducting product research, and attending client meetings as needed.
Candidates should ideally possess a Level 4 Diploma and have experience with High Net Worth clients.
The position offers a competitive salary ranging from £35,000 to £45,000, plus bonuses and benefits.
The firm is looking for reliable, diligent individuals with strong commercial and technical knowledge in financial planning.

Our client, a prestigious and award winning firm of financial planners in Birmingham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.

Working from home and out of prestigious offices, you will be an integral part of the firm’s technical function.

Working closely with the advisers, duties and responsibilities will include:

Writing and tailoring high quality suitability letters based on consultation with the Adviser
Attending client meetings (when required)
Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
To complete compliant suitability reports

The Person:

Level 4 Diploma (desirable)
Experienced in dealing with High Net Worth clients (desirable)
Reliable and diligent
Excellent working knowledge surrounding the key areas of Financial Planning
Strong commercial and technical knowledge
Personable and professional

In return this opportunity offers a basic salary of between £35,000 & £45,000 + bonus and an extensive benefits package

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