Paraplanner - Midlands

We are looking for a Paraplanner to join our growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.

The ideal candidate will work on a hybrid basis from our Birmingham/ Market Harborough office. 

Key Accountabilities Include

• Preparing and maintaining client files and client reviews.

• Building cash flow models.

• Preparing recommendations and suitability reports.

• Identifying areas for planning.

• Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.

• Preparing information/comparisons for analysis by Planner.

• Liaising with client’s legal and tax advisors (if applicable).

• Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.

• Establishing and building strong relationships with clients.

Person Specification

Knowledge 

• Excellent understanding of the financial planning process.

• Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.

• Excellent suitability report writing skills.

• Keep up to date with new product, technical and legislative changes within the marketplace.

Experience 

• Minimum 1 years’ experience working within a financial planning company.

• 3+ years experience in a Paraplanning role

• Experience using client cash-flow modelling software preferable.

Qualifications

• Have achieved Diploma in Financial Planning or equivalent.

• Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position.

Skills / Personal Attributes

• Proficient IT skills. Basic word processing, spreadsheet and database knowledge.

• Excellent planning and effective organisational skills.

• Computer literacy.

• Honesty and integrity.

• Methodological approach to work.

What’s in it for you?

• 28 days holiday, plus bank holidays
• Flexible hybrid working
• Birthday day off
• Income protection for up to 5 years
• MediCash online discounts and cashback plus 24-hour access to a GP
• 4x salary death in service
• 5% matched pension contributions
• Access to the Radiant Academy (to support future career aspirations).
• Competitive bonus scheme