Paraplanner

An exciting opportunity for a Paraplanner to join a successful and growing Chartered wealth management firm!

Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning.

Established for nearly 20 years, the company is now looking for a Paraplanner to join the team, to continue developing on their solid foundations and excellent reputation. Offices are located to the South East of Birmingham/ West of Coventry.

Key duties:

• Administration of both new and existing business, ensuring compliance and process procedures are followed
• Experience writing suitability reports on a variety of case types
• Maintaining accuracy of client information and assisting with the on-going management of the client
• Interacting with clients in an efficient and professional manner
• Research and analysis Potential opportunity for involvement with investment analysis
• Ability to work collaboratively as part of a team but also manage own workloads

Requirements:

• Previous experience as an IFA paraplanner or administrator
• Knowledge of FCA rules relating to the financial advice process.
• An interest in financial services particularly pensions and investments
• Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline
• Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard/past financial services experience with a commitment to work towards CII qualifications
• Knowledge of Intelligent Office is advantageous