Paraplanner

Job Title: Paraplanner
Location: Birmingham
Salary: 30,000 – 40,000

A reputable financial services firm is looking to hire an experienced Paraplanner to support financial advisers by providing essential research, analysis, and preparing client documentation. This role requires a strong understanding of financial products and compliance requirements, as well as a commitment to delivering high-quality service to clients.

Key Responsibilities:

• Support advisers by interpreting client data and providing research and recommendations.
• Prepare suitability reports, key feature documents, and client illustrations.
• Conduct product and market research using tools like Aequos, Morningstar, and Selectapension.
• Ensure client files and documentation comply with company and regulatory standards.
• Manage client files, quotations, and valuations while maintaining a high standard of administration.

Requirements:

• Experience as a Paraplanner or similar role in the financial services industry.
• Strong knowledge of investment products, pensions, and market structures.
• Familiarity with financial planning software and regulatory compliance.
• Excellent communication, organisation, and attention to detail.
• Ability to manage multiple tasks and meet deadlines.

If you’re a proactive and detail-oriented professional looking to advance your career, please apply now!