Senior Paraplanner

Senior Paraplanner

Birmingham

Salary: Up to £50k

Reed is delighted to be working with a Birmingham based Independent Financial Advisor firm who are looking for a Senior Paraplanner to join their close knit and supportive team.

Key Tasks will include:

• Produce sustainability reports and participate in the process of producing templates to ensure compliance and efficiency
• Produce and distribute annual reviews and regular client communications
• Monitor risk exposure, fees and performance
• Use FE Analytics to carry out investment comparisons
• Use of the Dynamic Planner Risk Profiling System
• Cashflow modelling ‘what if’ analysis
• Research and recommend tax lead investment products e.g. E.I.S, V.C.T & B.P.R
• Bonds and collectives
• Research and recommend personal pension products focusing on self-invested personal pensions
• Using industry calculators and models to bring the goal setting and financial modelling to life, including advanced use of Microsoft Excel
• Research and recommend IHT efficient solutions such as D.G.T’s, reversionary trusts and B.P.R investments
• Research and recommend all non-investment lead insurance products
• Develop and maintain internal relationships with accountancy practice colleagues

The successful applicant will have:

• Ideally be Diploma qualified or well on the way to becoming Chartered
• A number of years’ experience within a genuinely independent firm
• Will be confident with financial planning tools such as FE Analytics, Cashflow Modelling, Product Research etc 

The successful applicant will receive:

• Full-time – Up to £50k
• Discretionary bonus scheme
• 37 hours per week
• Auto Enrolment Pension Scheme
• Death in Service Scheme (subject to entry criteria)
• 28 days annual and statutory leave per holiday year
• The option to ‘purchase’ a further 10 days’ annual leave in a full holiday year

If this role is of any interest, please do not hesitate to apply below.