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TEMPLEGATE RECRUITMENT LIMITED
Birmingham
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Edgbaston Benefits: Life Cover,Critical Illness cover,Income Protection,Pension contributions, Bonus, Holiday, Hybrid working , Free eye tests. Salary: £33,000 to £42,000 depending on qualifications and experience About the Company:
Job Source: TEMPLEGATE RECRUITMENT LIMITEDClever-HR
Coventry
An exciting opportunity for a Paraplanner to join a successful and growing Chartered wealth management firm! Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for nearly 20 years,
Job Source: Clever-HRReed
Birmingham
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recomm
Job Source: ReedOpenwork Services Limited
Birmingham
Role: Paraplanner Location: Birmingham Salary: £24,000 to £30,000 (depending on experience) We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deli
Job Source: Openwork Services LimitedHeat Recruitment
Solihull
Role: Paraplanner Location: Solihull Salary: £45,000 - £55,000 Duration: Permanent, Full Time, Hybrid Benefits: 30 days annual leave + bank holidays, Discretionary annual bonus A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Paraplanner to
Job Source: Heat RecruitmentTalent Finder
Coventry
Paraplanner | Coventry – Office based | Full Time | Competitive, based on experience £30,000-£35,000, up to £40,000 for exceptional candidates with annual pay rises Are you a detail-oriented individual with a passion for financial planning? Do you thrive in a fast-paced environment and aspire to work with high-net worth individuals? If so, our clie
Job Source: Talent FinderRecruit UK
Birmingham
Job Title: Paraplanner Industry: Wealth Management Location:Birmingham Salary: £33,000 - £42,000 Reference Number: 9021 Job Description: Recruit UK are proud to be working with a reputable wealth management firm in Edgbaston, seeking a Paraplanner to join their team. The ideal candidate should possess excellent technical administration skills. This
Job Source: Recruit UKKate+Co
Coventry
This is a full time permanent role, offering hybrid working (3 days in 2 days from home), training and progression opportunities, free parking and a salary ranging from £25-28k. We have partnered with a finance organisation who are recruiting a Paraplanner to join their growing team based at their modern purpose built offices In the Berkswell area.
Job Source: Kate+CoBirmingham
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. A working knowledge of pre and post retirement planning, investments and taxation is key to this role. In return you'll be be receive an annual salary up to £36k.
Main Responsibilities:
Develop a professional working relationship with the Financial Planner(s) by communicating regularly to understand their key requirements and priorities in order to plan the workload/meet service level agreements.
To have a thorough understanding of the company Financial Services advice process, including suitability report format, regulatory requirements imposed by the FCA and be able to deliver these within a reasonable timescale.
To understand each client’s circumstances, objectives, attitude to risk, knowledge and experience to ensure advice is appropriate and to be able to find an alternative solution for the Financial Planner where needed.
Prepare analysis of client’s existing portfolio / holdings for client meetings and updates.
Conducting research and quotations for client meetings.
Submit a compliant file to the Compliance Director, where requested, for a compliance audit to be carried out.
Provide regular timely updates to the Financial Planner.
Develop working relationships with product providers.
Work closely with the rest of the team to share ideas and best practice, including assisting the Office Manager with all aspects of a good client experience and identify any improvements that can be made.
To undertake any other duties, as required.
To continuously meet with the regulator’s Fit & Proper requirements.
To take responsibility for self-development/CPD in order to maintain knowledge and understanding of regulatory developments.
Essential Experience/Qualifications Required:
Excellent organisational and prioritising skills, with the ability to stay focused under pressure.
Excellent verbal and written communication skills.
Confident to communicate and influence at all levels.
Highly numerate and analytical with excellent attention to detail.
Self-motivated and able to work on own initiative.
Team player.
Solutions orientated.
Previous experience of working within a Paraplanner position, with a good knowledge of all retail investment products.
Strong PC skills, with good knowledge of MS Word and Excel.
Ability to balance commercial needs with compliance requirements.
Key Skills/Attributes:
A positive, friendly and service orientated person with a ‘can do’ attitude.
Articulate communicator, including an excellent telephone manner.
Honesty, integrity and ability to maintain confidentiality.
Hard working and responsive to the need to deliver a high quality support service.
Attention to detail and exceptionally high standards of work.
Ability to work with a positive attitude and to follow through on activities in a timely manner.
Ability to work well in both a self-directed manner and as a team member, while embracing the firms core values.
Willingness to work as a key member of a small team and help others where needed.
Paraplanner jobs in Birmingham
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