Paraplanner

Are you a Paraplanner in Birmingham looking to join one of the leading firms in the UK?

We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond.
If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you!

What you'll be doing:

• Providing pooled support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
• Produce technical documents for the advisers based on the research and requirements of the client
• Managing workflow and organisation of ongoing workload
• Adhering to FCA requirements and Compliance Policies

What you need to apply:

• Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
• 4+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
• CII Level 4 - Diploma in Regulated Financial Planning

What's in it for you?

• A basic salary of up to 50,000 dependent on experience and qualifications
• Excellent benefits package with generous pension contribution, discretionary bonus & more
• Social opportunities throughout the year
• Comprehensive training structure with planned progression opportunities

What next?
Hit apply or contact Dan directly!
(Just .co!)