Senior Paraplanner

GMP Recruitment are proud to be partnered with a highly successful and ever-growing financial planning business located in Birmingham. We are currently supporting their recruitment for a Senior Paraplanner to join their team on a full time, permanent contract.

The firm offers truly independent, holistic financial planning advice to company owners, HNWs and mass affluent clients.

This position is working Monday - Friday 37 hours a week and you will be offered a salary up to £50,000 which is demonstrable with relevant experience.

The ideal candidate will design and write coherent and logical reports using multiple resources to demonstrate the suitability of recommendations. You will work closely with advisers and may shadow the lead adviser in client meetings to understand client needs and financial planning solutions.

We are looking for an individual who is Diploma qualified and ideally on the way to becoming chartered, with notable experience in a genuinely independent firm and proficiency with financial planning tools and systems

Senior Paraplanner main duties:

• Produce suitability reports and templates for compliance and efficiency
• Produce and distribute annual reviews and client communications
• Monitor risk exposure, fees, and performance
• Utilize tools like FE Analytics, Dynamic Planner Risk Profiling System, and cashflow modelling
• Research and recommend tax-advantaged investment products
• Deliver advice via various platforms and products, including ISA/SIPP/Offshore Bonds and collectives
• Research and recommend personal pension products, focusing on self-invested personal pensions
• Use industry calculators and models for goal setting and financial modelling
• Research and recommend IHT efficient solutions and non-investment lead insurance products
• Develop and maintain internal relationships with accountancy practice colleagues

Senior Paraplanner required skills and experience:

• Diploma qualified and ideally on the way to becoming chartered
• Experience in a genuinely independent firm
• Proficiency with financial planning tools and systems
• Familiarity with a wide range of financial products and providers
• Strong focus on business efficiency and process simplification

If you are an experienced Paraplanner who is motivated and enthusiastic, looking to join a successful and fast growing organisation, then this is for you!

GMP Recruitment are recruiting for this role on behalf of their client and are acting as an Employment Agency.