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Paraplanner, Birmingham (BW-1980)

£40000 - £45000 p.a. plus benefits
£40,000/£45,000 p.a. plus benefits
Hybrid working after after completion of probationary period
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals. With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
The Role
  • Receiving instructions during debriefings from advisers following client meetings
  • Interpreting data obtained by advisers during client meetings
  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken
  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key feature document
  • Carrying out all tasks in a manner consistent with compliance procedures
  • Preparation of existing client files ready for reviews
  • Ensuring all client files are compliant on an ongoing basis
  • Produce Suitability reports as required by the Managing Director /Practice & Compliance Director
  • Producing ad-hoc (non standard) and standard letters in response to customer/provider queries 
  • Checking client Valuations and Summaries as required by the Administration Manager
  • Obtaining life, investment and pension quotations using research tools
  • Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
  • Understand and produce reports for the research software used in the business e.g. Aequos, Morningstar, Selectapension, Allenbridge, Voyant  & Dynamic Planner
  • Have working knowledge of submission of on line applications and processing of “paper based” applications for life, investment and pensions business 
  • Running comprehensive diary and notes system for each piece of business whether it is new business, increments or any policy variations 
  • Monitor the performance of the DFM’s as directed by the Practice & Compliance Director
  • Undertake project / client work as directed by the Managing Director/ Operations and Compliance Managers. 
About You
  • Level 4 Dip qualified (or similar)
  • Experience in a similar role
  • Have working knowledge of platform and non-platform based investment and pension products including SIPPs and SSASs
  • Have a working knowledge of the products and services suitable for client estate planning purposes
  • Experience with I/o back office CRM desirable
  • Life Assurance
  • Pension scheme membership
  • Team Days Out
  • Social Events
  • Regular training workshops off site
  • Bonus Structure
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: