NJR Recruitment
£30,000 - £39,999
10 Nov 2019
14 Nov 2019
Contract Type
Full Time

Location: Birmingham

Salary: £35,000

(Free on site Parking!)

Our client is an award winning specialist independent firm of Financial Planners, who now due to their continued growth have an excellent opportunity for an additional Paraplanner to join their thriving Business.

Working from the office based in Birmingham the successful Candidate will be responsible for providing one on one support to the Managing Director, which will involve writing bespoke suitability reports and financial analysis whilst offering a first class professional service to all.

  • To keep up-to-date with new product, technical or legislative changes within the marketplace.
  • Comply at all times with the firm's Compliance; Training & Competence; Complaints and Data Security policies / procedures.
  • To ensure that the firm's clients are treated fairly at all times.
  • To work as part of a team alongside the firm's advisers and administrators to provide clients with a professional ongoing Financial Planning experience.
  • Once in receipt of a completed 'factfind', research and collate all the relevant quantitative detailed information required to compile a financial services report.
  • Report writing to include tailored investment reports, pension taxation calculations and implications.
  • Check all paperwork / information is available to ensure that the client file meets the FCA's rules and requirements, submit files for remote file reviews.
  • Discuss the client's needs and objectives with the relevant adviser.
  • Undertake research to identify suitable solutions to meet the client's needs and objectives.
  • Where applicable, liaise with product providers and the client's legal and tax advisers.
  • Prepare information and draft recommendation report and discuss with the relevant adviser.
  • Prepare suitability reports in accordance with the agreed recommendations.
  • Complete application / proposal forms and ensure all compliance paperwork is in order.
  • Implement the chosen / agreed investment strategies.
  • Act as main point of contact and deal effectively with queries from clients, team and other parties.
  • Assist in supporting the development of other members of the team.
  • Establish and build strong relationships with clients.

The successful candidate will need to have previous experience working as a Paraplanner for High Net Worth clients. You will hold either Diploma / QCF Level 4 or have the passion and willingness to study towards them.

Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants quoting REF: NJR9639