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Paraplanner

  • Salary: £30000 - £38000 per annum + Benefits
  • Location: Birmingham, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    04 Jul 2019
  • Job reference: 32888

Benefits:

  • Home working 1 day per week increasing over time for those wanting flexibility
  • Next to Five Ways train station with car parking at the office available for all staff
  • Flexible working between 8am - 6pm - so you can get in early and finish early to avoid the rush hour
  • Personal bonus - up to 10%
  • Team bonus - profit related last year 2 payments £1,000
  • Pay towards qualifications and offer study days
  • Pension contribution
  • PHI
  • 4 x DIS
  • 4 Business days out a year that are team bonding days of lunches, dinners or activities


Environment: Friendly supportive team that encourages career development and progression. Offering varied work from a generalist IFA Firm.


Role: A Paraplanner's ultimate goal is to free up as much of the Financial Planner's time as possible so that they can concentrate on what they do best, which is sitting in front of clients.

  • Preparing technical reports and recommendations
  • Product research, obtains illustrations and uses IO software to review a client's existing arrangements. Cash flow analysis is increasingly becoming a vital part of the research process
  • Implementing recommendations
  • Once the Financial Planner has put forward the recommendations to the client and the client has agreed to go ahead, it is your respomsbility as the Paraplanner's to facilitate the smooth processing of the business
  • Preparing and maintaining compliant client files
  • Preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical
  • Preparing annual reviews



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