SonicJobs Logo
Left arrow iconBack to search

Paraplanner (or Junior Paraplanner)

mbf.
Posted a day ago, valid for 23 days
Location

Solihull, West Midlands B90 4SF

Salary

£35,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position of Paraplanner is available in Solihull, offering a hybrid work model with a minimum of two days in the office each week.
  • The salary for this role ranges from £33,000 to £38,000, accompanied by company benefits and a discretionary bonus of £2,000 to £4,000.
  • Candidates should have relevant experience in drafting financial planning suitability reports, with a preference for those having strong report writing skills.
  • The role involves collaborating with advisors, conducting research, ensuring compliance, and preparing documentation for client presentations.
  • This opportunity offers career progression within a growing wealth management business that aims to double its size in the next three years.

Paraplanner - Solihull, hybrid (2 days per week in office minimum)

£33,000 to £38,000 plus company benefits and (£2-4K) discretionary bonus.

MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing team.

Why This Role?

  • Flexible Working: Embrace the balance of remote work with 3 days per week from home (2 required in the office)
  • Competitive Salary: Earn around £35,000 per annum, plus a discretionary bonus (of £2-4K) and benefits.
  • Career Progression: With ambitious plans to double in size over the next three years, our client offers numerous opportunities for growth and advancement. Our client does have experience in offering their staff a route into client facing positions, although they'd want you to remain as a Paraplanner for 2-3 years before doing this.

Key Responsibilities:

  • Drafting comprehensive and accurate financial planning suitability reports for a variety of client needs.
  • Collaborating closely with advisors to provide tailored financial solutions.
  • Conducting in-depth research and analysis to support client recommendations.
  • Ensuring compliance with industry regulations and company standards.
  • Prepare documentation to be presented to the client by the adviser in the advice process
  • Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained

Who We're Looking For:

  • Experience: Ideally, you have strong report writing capabilities for all types of financial planning suitability reports. However, candidates with more limited report writing experience who demonstrate potential and enthusiasm are also encouraged to apply.
  • Skills: Excellent written and verbal communication skills, attention to detail, and the ability to work independently as well as part of a team.
  • Qualifications: Relevant financial planning qualifications such as the Level 4 Diploma or progress towards them will be advantageous.

Join Our Client's Vision:

Be part of a forward-thinking company where your contributions make a real impact. Our client is dedicated to fostering a supportive and innovative work environment that encourages professional development and success.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.