Paraplanner

Paraplanner

We are working exclusively with a well-regarded financial services organisation, who are currently looking to appoint an experienced Paraplanner to join their adviser support team

This is a key role where you'll add real value day to day, supporting Financial Advisers with in depth technical input across estate planning, investment recommendations, pension analysis and switching as well as retirement strategies. This is a great opportunity for someone who is looking for career progression or looking to develop their skills within Paraplanning

Location - Birmingham - Twice a Week Onsite

What you'll be doing

Within this role, you will be responsible for preparing case documentation, carrying out research and analysis with a focus on Estate Planning - completing relevant calculations and producing suitability reports. These reports must meet both internal and external compliance standards, whilst reflecting on advice provided and client circumstances

Further Responsibilities

• Prepare application forms and product information packs as required
• Update point of sale systems with relevant data, notes and information gathered either directly or via consultants
• Support the delivery of a web based, telephone and email helpdesk for complex cases
• Provide technical support and guidance to field based staff in relation to Estate Planning advice, investment replacement and pension switching

Key Skills and Experience

• Technical proficiency in more complex advice areas such as estate planning
• Understanding of pension products
• Knowledge of annual allowance and lifetime allowance
• Have experience within writing suitability reports
• Excellent communications
• Previous experience within Paraplanning

Benefits

Annual bonus to recognise your contribution

28 Days Annual Leave (plus a culture day) - rising to 30 days with service

Flexible hybrid working for better work-life balance

Company pension scheme

Free secure underground parking

Salary sacrifice schemes