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Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy
The business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over £100m of FuM.
They are seeking a Senior Paraplanner / Chartered Paraplanner to join the team to support their 2 Financial Advisers. The business offers truly independent, holistic financial planning and cashflow modelling to clients, which are often HNW and UHNW, many of which being business owners.
You will be responsible for researching pensions, investments and protection, undertaking full analysis of the client’s existing circumstances and objectives / ambitions and then write a comprehensive proposal to achieve those goals. There will often be opportunities for you to attend some of the client meetings and hear first hand the client’s needs and aspirations.
Due to the nature of their clients often having complex financial planning solutions, the business requires a highly knowledgeable and skilled Paraplanner to best support their Financial Advisers. Therefore, if you are excited by a role that challenges your knowledge on a regular basis, this will appeal to you!
You will work alongside and be supported by their Office Manager and 3 Administrators, so that you can focus on the technical duties.
Due to the growth plans and how this roles fits within the business, they are not looking for someone keen to become an Adviser. However, they would support your continued technical knowledge progression and also could see this role leading into a Head of Department type role (such as leading the support team). In addition, they always value their team’s input into improving processes and utilising technology.
Comprehensive job description can be provided to suitable candidates
Senior Paraplanner / Chartered Paraplanner Requirements
- You should be Chartered qualified or on your way to achieving this, and be able to apply your advanced financial planning knowledge to real cases
- You should have experience as a Paraplanner within an independent financial planning firm and be comfortable using a wide range of financial products and providers
- You should be confident using industry software such as FE Analytics, Cashflow Modelling, Dynamic Planner, Planner Pal etc
Senior Paraplanner / Chartered Paraplanner Benefits
- Salary of £45,000 - £55,000 plus bonus scheme upon achieving team goals
- 37 hours per week
- 28 days annual and statutory leave with option to purchase additional 10 days per year
- Auto enrolment pension and death in service
- Office based role with flexible working, potential for 1 day from home, however the business works collaboratively together in person, with majority of clients attending their office
- Based in Central Birmingham, close to main train stations for commuting
Locations
Birmingham
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