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Paraplanner

Paraplanner

Reed

Posted 2 days ago, valid for a month

Birmingham, West Midlands B15 3TQ

Full Time

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Sonic Summary

The role is for a Paraplanner based in Edgbaston, offering a hybrid working model and a salary of up to £45,000, potentially higher based on experience.
The ideal candidate should be a Level 4 qualified Paraplanner with strong Paraplanning experience and a desire to work in a close-knit team environment.
Responsibilities include providing paraplanning support, preparing client suitability and annual review reports, and ensuring compliance with FCA and firm guidelines.
The position offers benefits such as 25 days of holiday, exam support up to Chartered, a company pension, and flexible working hours.
While Level 4 qualification is preferred, the business is open to discussing opportunities with candidates who do not meet this requirement.

Paraplanner,

Edgbaston,

Hybrid,

Up to £45,000, potentially higher

This role is best suited to a Level 4 qualified Paraplanner who wants to be part of a close-knit team. In addition to a generous salary, the business will provide exam support all the way to Chartered, and there is progression should you be after it.

The Business

The business is a thriving chartered firm supported by a dedicated team. To elevate their operations, they are seeking an individual with strong Paraplanning experience who would thrive in a close-knit team environment. There is available onsite parking as well.

The Role

You will be responsible for providing paraplanning support to the advisers in the firm, assisting them in delivering the best financial advice to their clients. Your duties will include preparing client suitability and annual review reports while ensuring compliance with both FCA and firm guidelines. You will conduct research on products, funds, and investments, perform tax calculations, and stay informed about changes in tax regulations.

The Benefits

Up to £45,000, potentially higher dependent upon experience
Hybrid working after probation
25 days holiday, in addition to a Christmas closure (usually 3 days) and bank holidays
Exam support up to Chartered
Company pension
Flexible working around 9AM-5PM working hours
Discretionary bonus

If you are not Level 4 qualified, the business would still be interested in talking to you.

If you would like more information, or would like to apply directly, please contact , or alternatively please apply below.

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