Paraplanner - Solihull

Our clients, a well-established Financial Planning group, are looking to recruit an experienced Paraplanner to join their successful team based in Solihull. They are planning to move their wealth team to a new, modern office due to their exciting expansion plans.

They are a fantastic company that prioritises client experience when offering their experience.

To be considered for this Paraplanner vacancy, you must have the following skills:

  • You are at least Level 4 Diploma qualified, preferably working towards being Chartered.
  • You want to work with a company that will support your ongoing development including study support
  • You are looking to move into a role that focuses on utilizing, and building upon your existing high-level technical skills as well as fostering strong client relationships
  • Ability to deploy your skills in the preparation of complex suitability letters, replacement cases, fund switches, withdrawals etc.
  • You like to carry out compliant and detailed research and technical analysis to support advice given by the Financial Planners.
  • Have a high degree of accuracy and attention to detail in both your written and numerical work

The responsibilities of this Paraplanner position will include:

  • Monitor risk exposure, fees and performance
  • Produce sustainability reports and produce templates to ensure compliance and efficiency
  • Produce and distribute annual reviews and regular client communications
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed on targets
  • Supporting the Financial Planner(s) in research and analysis to meet client needs and objectives
  • Researching products and producing detailed reports for presentation to the client. 
  • Managing a busy workload to tight timescales. 

Working hours:

  • Monday to Friday
  • 37 hour week

For the successful Paraplanner, our client is offering the following:

  • Up to £40,000 basic depending on experience
  • Bonus scheme based on achievement of budget
  • Auto-enrolment pension scheme
  • Death in service scheme
  • 28 days holiday with the option to buy 10 more days annual in a full holiday year

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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