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Paraplanner
Premier Jobs UK Limited
Birmingham
Hybrid
GBP 60,000 - 80,000
Full time
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Job summary
An innovative financial planning firm is seeking a Paraplanner to join their dynamic team. This hybrid role offers the chance to work closely with Senior Financial Advisors, providing essential support through research, report preparation, and compliance assurance. The firm is dedicated to enhancing client service by maintaining a strong back office team. If you are detail-oriented and passionate about delivering exceptional client service, this opportunity is perfect for you to grow in a rapidly expanding environment.
Qualifications
- Strong analytical skills and attention to detail are essential.
- Commitment to delivering high-quality client service.
Responsibilities
- Conduct research and analysis to support financial planning.
- Prepare reports and documentation for client meetings.
- Ensure compliance with regulatory requirements.
Skills
Job description
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm.
You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:
- Conducting research and analysis to support financial planning.
- Preparing reports and documentation for client meetings.
- Ensuring compliance with regulatory requirements.
- Collaborating with the financial advisors to enhance client service.
We are looking for candidates with strong analytical skills, attention to detail, and a commitment to delivering high-quality client service.
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