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For Companies At a Glance
- Tasks: Support senior advisers with complex client cases and produce tailored financial reports.
- Company: Respected financial planning firm in Sutton Coldfield with a client-first ethos.
- Benefits: Salary up to £60,000, hybrid working, private medical insurance, and bonuses.
- Why this job: Join a team that values technical excellence and delivers outstanding client outcomes.
- Qualifications: Experienced paraplanner, ideally Chartered or close to achieving Chartered status.
- Other info: Dynamic role with opportunities for professional growth and a commitment to diversity.
The predicted salary is between 43000 - 51000 £ per year.
An established and highly respected financial planning firm in Sutton Coldfield is making a key strategic hire and is looking to appoint a Senior Paraplanner to support one of the firm's senior advisers. This is a newly created position for a paraplanner who genuinely enjoys operating at the very top of their technical ability. It offers the opportunity to play a pivotal role in delivering exceptional, client-focused financial planning within a business that values quality over quantity.
The firm is known for its high standards and client-first ethos. Every piece of advice is tailored, considered and delivered with real depth. As such, the paraplanning function sits at the heart of the business. You will be trusted with complex work, given autonomy, and expected to contribute at a senior level. This is a role for someone who takes pride in their craft and wants to be recognised for technical excellence.
The Role
- Provide senior-level paraplanning support on complex client cases
- Produce high-quality, bespoke suitability reports with exceptional attention to detail
- Carry out detailed research across investments, pensions, tax and estate planning
- Be heavily involved in client-focused work, ensuring advice is clear, robust and compliant
- Act as a technical reference point within the business
- Contribute to maintaining and continually improving paraplanning standards
About You
- This role will suit someone who is an experienced paraplanner operating comfortably at senior level
- Is technically strong and confident handling complex planning scenarios
- Is ideally Chartered, or close to achieving Chartered status
- Has a mature, professional approach and strong communication skills
- Is deeply client-focused and understands the importance of delivering best-in-class advice
- Is committed to a long-term career in paraplanning rather than moving into advice
Salary & Benefits
- Salary between £50,000 and £60,000, depending on experience
- Hybrid working: 3 days in the office, 2 from home
- Private medical insurance
- Death in service cover
- Bonus
If you’re a senior paraplanner who enjoys depth, complexity and delivering outstanding outcomes for clients, this is a role well worth exploring.
Senior Paraplanner in Birmingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A personal recommendation can make all the difference.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss complex scenarios and how you've tackled them in the past. Show them you’re not just a paraplanner, but a problem-solver!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Check out our website for more opportunities! We often have roles that might not be advertised elsewhere, so keep an eye out and apply directly through us to increase your chances of landing that dream job.
We think you need these skills to ace Senior Paraplanner in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Paraplanner role. Highlight your technical expertise and any relevant qualifications, like Chartered status, to show us you’re the right fit.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about paraplanning and how you can contribute to our client-first ethos. Share examples of complex cases you've handled to demonstrate your capability and commitment.
Showcase Your Attention to Detail: Since this role requires producing high-quality suitability reports, make sure your application is free from errors. A polished application reflects your attention to detail, which is crucial in our line of work.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
As a Senior Paraplanner, you’ll need to demonstrate your technical expertise. Brush up on complex planning scenarios, especially around investments, pensions, and tax. Be ready to discuss specific cases you've handled and how you approached them.
✨Tailor Your Approach
This firm values a client-first ethos, so make sure to highlight your experience in delivering bespoke financial advice. Prepare examples of how you've tailored solutions for clients in the past, showcasing your attention to detail and commitment to quality.
✨Showcase Your Communication Skills
Strong communication is key in this role. Practice explaining complex financial concepts in simple terms. During the interview, be clear and concise in your responses, and don’t hesitate to ask clarifying questions if needed.
✨Demonstrate Your Commitment
The firm is looking for someone dedicated to a long-term career in paraplanning. Be prepared to discuss your career goals and how they align with the company’s mission. Show that you’re not just looking for a job, but a place where you can grow and contribute.
