Administration Pensions

This Paraplanner role in Birmingham is an exciting opportunity within a highly respected firm, renowned for its growth and high-quality advice to HNW individuals and SMEs. The company boasts impressive staff retention rates and prides itself on nurturing internal talent.

Job Summary
This position requires a skilled Paraplanner to provide technical, research, and administrative support to Financial Advisors. Key responsibilities include developing client recommendations, analyzing data, and monitoring the performance of DFMs.

The ideal candidate will have experience working within an IFA practice, be Level 4 qualified in Financial Planning, and possess expertise in Intelligent Office and MS Office.

Key Responsibilities
Provide technical support to Financial Advisors, including data analysis and research.
Develop and maintain long-term client relationships.
Support Financial Advisors with client meetings, debriefings, and project work.
Requirements
Level 4 qualification in Financial Planning.
Minimum 2 years' experience within Financial Services.
Experience using Intelligent Office and MS Office.
Excellent report-writing skills.
Benefits
An estimated salary of £37,500 per annum, plus quarterly bonuses and annual bonuses.
A comprehensive benefits package, including 3% and 5% pension contributions, 4x DIS, 23 days holiday, bank holidays, and birthday off.
An office-based role with standard working hours (Monday-Friday, +am-5pm).
Free onsite parking.
Location
Castle Bromwich, near Birmingham.

About the Company
This independent financial advice group has experienced significant growth since its inception in 2012, primarily through acquisitions and organic growth driven by accountancy connections and marketing initiatives. Read more