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Senior Paraplanner

  • Location: Birmingham
  • Salary: £48,000 + Benefits per year
  • Job Type:Permanent

Posted about 1 year ago

  • Contact: Paul Clayton
  • Expiry Date: 20 March 2023
  • Job Ref: PC/9892

A fantastic opportunity to join a leading wealth management organisation in their Research team.

The role will involve:

• Developing a thorough understanding of the firm’s Advice Guidance, as and when delivered

• Participating in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools

• Producing, when required, tax and other complex calculations.

• Preparing and interpreting complex plan information with a view to completing transfer analysis

• Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas

• Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.

• Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress.

• Maintaining and developing knowledge and technical understanding of all financial planning concepts, through personal management of own CPD

• Completing work, as required, towards the creation of the firm’s independent centralised research list.

• Participating in firm research projects, adhering to set deadlines, as and if required.

• Working closely with the Technical Research Manager to train/develop Technical Research staff.

Key Requirements:

• Diploma in Financial Planning as a minimum qualification requirement

• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports

• Experience in an IFA environment, demonstrating quality communications of constructive feedback