Paraplanner (Route to Advice)
Paraplanner (Progression to advice) - Birmingham City Centre (Hybrid) - £35,000 to £50,000An opportunity has arisen for an experienced paraplanner to join a well-established and award-winning financial planning firm in the heart of Birmingham. This role is ideal for a detail-oriented professional who enjoys complex calculations, in-depth research, and supporting advisers with high-quality financial planning.The RoleAs a key part of the financial planning team, you will play a crucial role in delivering excellent service to clients. Your responsibilities will include conducting research, preparing suitability reports, assisting with cash flow modelling, and ensuring all documentation meets regulatory standards. You will also work closely with advisers to prepare for client meetings, providing valuable insights and ensuring seamless execution of financial plans.Key ResponsibilitiesConduct in-depth research and analysis to support financial planning recommendationsPrepare suitability reports and ensure compliance with regulatory requirementsAssist with cash flow modelling and complex calculationsCollaborate with advisers to prepare for client meetingsStay up to date with industry changes and evolving regulationsRequirementsProgress towards CII qualifications (Diploma in Regulated Financial Planning or equivalent)Strong experience in paraplanning, particularly with complex calculationsExcellent attention to detail and ability to interpret financial dataProactive approach and abil
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!