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Paraplanner

Paraplanner

Clayton Davies Ltd

Posted 8 hours ago, valid for a day

Birmingham, West Midlands B27 6QS, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Our client, a growing wealth management firm, is seeking a Paraplanner to support their advisory team.
The ideal candidate should have strong organizational skills, be proficient in report writing, and have a solid administrative background in financial services.
Key responsibilities include providing paraplanning support, compiling recommendation paperwork, and assisting IFAs with product recommendations.
Candidates must have prior experience in a Paraplanning role and have achieved or be working towards a Regulated Diploma in Financial Planning (Level 4) or equivalent.
The position offers a competitive salary of £40,000 to £50,000, depending on experience.

Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.

Key Responsibilities:

Providing ongoing paraplanning support to the advisers and technical support to other staff
Compilation of recommendation paperwork, including writing suitability reports.
Assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk.
To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
Writing technical and accurate suitability reports and client service agreement letters

Experience Required:

Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent or working towards.
Prior experience in a Paraplanning role.

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