Paraplanner (Financial Services)

Posted 13 March by PHJ Resourcing

We are helping our client in Birmingham recruit for an experienced Paraplanner to start as soon as possible working in their offices located in the city centre. Our client is a well respected and expanding organisation that offers excellent career and personal development opportunities in addition to a first class benefits package including Pension, Critical Illness Cover, Private Health Insurance, Private Medical Insurance and 33 days holiday rising to 36 days.

As an experienced Paraplanner with a Financial Planning Diploma or equivalent you will be a confident communicator with experience of MS Office software and have good attention to detail and used to working within the guidelines of the TCF (Treating Your Customers Fairly) Initiative.

Your experience of being a Paraplanner will be from within the Financial Services sector and you should be used to dealing with a variety of financial services and offerings.

Your duties will include:

Providing Paraplanner support to IFA (Independent Financial Advisors) and assisting the sales process run smoothly.

Reviewing fact finds and client information. risk profiles etc. to gain a full understanding of the client and their requirements.

Provide quotes using various in-house software solutions and deal with external providers where needed.

Undertake and provide the necessary analysis and research to provide the right products and services including: Product Comparisons, Fund Performance analysis, Product and Charge Analysis etc.

Compiling Suitability reports (Products and Services to meet the clients needs).

Instruction of support teams to set up client packs and proposals

Complete weekly logs of progress and issues.

Communicate with the clients regarding progress and deal with / escalate queries.

So if you have the experience our client is looking for and want to work for an organisation that offers great progression and development opportunities in a real team environment where your efforts will be appreciated and rewarded then we would love to hear from you. Take your first step towards having the rewarding and fulfilling career you deserve and apply today.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Personal Finance
  • IFA

Application questions

Do you hold A Financial Planning Diploma or Equivalent?
Are you an Experienced Paraplanner?
Have you experience of the following- Pension,Fund and Portfolio, Protection, Annuity research?
Are you able to commute to Birmingham city centre on a daily basis?
Does your CV demonstrate your relevant experience?

Reference: 34671647

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