Paraplanner
Salary
40,000 - £50,000
Location
West Midlands
Job Type
Hybrid Working
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Job Title: Paraplanner
Industry: Financial Advice
Location: West Midlands
Earnings: £40,000 – £50,000
Reference Number: 16423
Senior Paraplanner
Are you a career Paraplanner?
Do you want to join a powerhouse firm providing a high level of advice?
A leading independent provider of investment management, tax, accountancy, and financial advisory services is seeking a new individual to join the Paraplanning team. With hard work and talent forming the pillars of their long-standing success, this company cultivates an inclusive and collaborative working environment. They want to help employees develop and reach their full potential to elevate the individual and their client-centric service. With 13 offices in the UK and Ireland, they give an innovative global service in financial services.
The role:
You will provide a high level of paraplanning by helping to prepare written advice and provide technical knowledge and research across a broad product proposition. Working within a team of Paraplanners alongside a team of Financial Planners. From report writing to supporting financial planners with client meetings to presentations of cashflows.
To succeed you will need:
- Demonstrable experience in Paraplanning
- Strong ability to write financial advice
- Good level of organisation and prioritisation
- Strong communication skills (written and verbal)
- Level 4 Diploma in Financial Planning (DipPFS)
- Competitive salary (Up to £50,000 dependent on experience)
- Juicy pension
- Hybrid working
- Further qualification support
- Life Assurance
- Income protection
- Private Medical Insurance
- Employee Assistance programme
- Generous holiday
- Cycle to Work Scheme
- Season Ticket loan
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.