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Paraplanner

Posted: 04/12/24
Recruiter:Pertemps Birmingham Commercial
Reference:2861506989
Type:Permanent
Salary:£30,000 - £40,000 Annual
Location:Harborne, Birmingham
Description: Job Title: Paraplanner
Location: Birmingham
Salary: 30,000 - 40,000

A reputable financial services firm is looking to hire an experienced Paraplanner to support financial advisers by providing essential research, analysis, and preparing client documentation. This role requires a strong understanding of financial products and compliance requirements, as well as a commitment to delivering high-quality service to clients.

Key Responsibilities:
  • Support advisers by interpreting client data and providing research and recommendations.
  • Prepare suitability reports, key feature documents, and client illustrations.
  • Conduct product and market research using tools like Aequos, Morningstar, and Selectapension.
  • Ensure client files and documentation comply with company and regulatory standards.
  • Manage client files, quotations, and valuations while maintaining a high standard of administration.

Requirements:

  • Experience as a Paraplanner or similar role in the financial services industry.
  • Strong knowledge of investment products, pensions, and market structures.
  • Familiarity with financial planning software and regulatory compliance.
  • Excellent communication, organisation, and attention to detail.
  • Ability to manage multiple tasks and meet deadlines.

If you're a proactive and detail-oriented professional looking to advance your career, please apply now!

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