Paraplanner

Paraplanner (Hybrid) - Birmingham - Up to £42,000

Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you!

We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients.

Key Responsibilities:

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• Preparing and maintaining client files and reviews.
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• Building cash flow models.
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• Crafting recommendations and suitability reports.
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• Identifying areas for financial planning.
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• Conducting independent research and collaborating with Financial Planners to find suitable solutions.
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Knowledge:

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• In-depth understanding of the financial planning process.
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• Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection.
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• Exceptional suitability report writing skills.
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• Commitment to staying updated on product, technical, and legislative changes within the financial marketplace.
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Benefits:

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• Flexible home working arrangements.
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• 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown).
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• Early finish Friday at 2:15pm
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• Birthday day off (after probation).
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• Sick pay: 5 weeks full pay, 8 weeks half pay.
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• Income protection for up to 5 years.
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• Pirkx online discounts and cashback, plus 24-hour access to a GP.
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• 4x salary death in service.
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• 5% matched pension contributions.
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• Access to Academy for long-term career progression.
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• Competitive bonus scheme.
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If you're an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we'd love to hear from you.