Paraplanner

Paraplanner

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

This is a key role where you will add value day to day, supporting Financial Advisors with in depth technical input across estate planning. 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 Will 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 help desk 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
• Flexible working
• Free Secure Underground Parking in the city centre
• Salary Sacrifice Schemes

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.