Paraplanner

GCB Recruitment

Posted 2 days ago, valid for 7 days

Gloucester, Gloucestershire GL12EH, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

An award-winning firm in Birmingham is seeking a Paraplanner with a minimum of 3 years of experience as an IFA administrator.
The position offers a salary range of £32,000 to £38,000, depending on experience, along with hybrid working options after the probation period.
Responsibilities include preparing suitability reports, producing quotes, and conducting research for financial planning.
The firm provides benefits such as 20 days of holiday plus statutory holidays, funded exams, and a pension contribution.
There are also career progression opportunities available to advance to an advisory role within 18 months.

Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?

If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area. They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.

They are offering the successful Paraplanner the opportunity to progress within 18 months and hybrid working after the probation period.

The successful Paraplanner will be offered:

£32,000- £38,000 salary based on experience
Hybrid working after probation period
20 days holiday per annum plus statutory holidays
Exams Funded
Pension Contribution
4 x DIS
Career Progression opportunities to become an advisor

Paraplanner requirements:

Minimum of 3 + years as an IFA administrator
Financial Planning and Investment skills
Analytical Skills and Finance knowledge
Report Writing proficiency
Strong attention to detail and ability to work with financial data
Excellent communication and interpersonal skills
Experience in the financial services industry

Responsibilities for the role of Paraplanner:

Suitability Report preparation
Production of quotes and relevant application paperwork via various external provider platforms
IRESS Quotes and Protection Case Preparation
Defaqto Research
Selecta Pension Research
Use of the back office systems by way of accurate record keeping, client file updating, and scanning allocation to relevant client file

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