£32000 - £50000 Plus Benefits (DoE and Qualifications)
Job type: Full time – Permanent, Office-Based
An exciting opportunity to work with a well established independent financial planning family business. They offer advice covering Life planning, family wealth management, retirement planning, investment, and protection. With high principles, technical expertise and client-centred approach, you will be working as part an efficient and dedicated Paraplanner team and supporting multiple advisors.
The Role
As a Senior Technical Paraplanner; you will be managing your own portfolio of high-net worth clients, together with your Financial Planner and Administrator.
Main Responsibilities
To understand your portfolio of clients, and their personal life aspirations and circumstances
To be an on-going point of client contact, attending meetings and managing the accumulation, maintenance and/or decumulation of their wealth.
About You
Studying for, or Level 4 Diploma qualified, ideally with the Investment Management and Long-Term Care specialism.
High level Cashflow modelling skills.
Familiarity with complex Investment Bond, Inheritance Tax & Trust calculations as well as empathy, positivity and a sense of humour.
Able to work as part of a team to ensure the smooth running of the office
Benefits
Support with developing your career, providing financial assistance with any exams.
24 days annual leave (increasing with service), plus bank holidays
Senior Paraplanner, Birmingham
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