Paraplanner

Paraplanner

• Job Type: Full-time
• Location: Northeast Birmingham
• Salary: Up to £45k

We are seeking a dedicated Paraplanner to join my client's team. This role involves providing essential research and report writing support to their Advisers, enabling them to offer comprehensive advice in all areas of personal and corporate financial planning.

Day-to-day of the role:

• Undertake research and draft reports to assist Advisers in advising clients on various financial planning aspects.
• Implement new business initiatives and strategies.
• Stay updated with new and existing legislation, technical, and product information.
• Assist in producing bulletins for professional introducers such as solicitors and accountants.
• Support client and general administration as needed.
• Participate in client meetings as requested.
• Contribute to seminars for professional introducers and clients.
• Assist in crafting written communications for marketing campaigns.
• Attend marketing, networking, and training and competence meetings.
• Ensure adherence to compliance rules and training requirements.

Benefits:

• Up to £45k
• Pension scheme and Death in Service (DIS) benefits from day one.
• Employer-paid BUPA health insurance after 2 years of service.
• 33 days holiday including bank holidays.
• Opportunities for professional growth and development.
• Supportive and collaborative work environment.
• Participation in networking and training events.

To apply for the Paraplanner position, please submit your CV below.