CV Bay Ltd
Digbeth, Birmingham, GB
9d ago

Job Description

Paraplanner - £28k DOE + Benefits

An opportunity has arisen for an experienced paraplanner to join a well-established and respected independent financial advice practice.

A progressive and growing company that are devoted to helping individuals with their financial needs, with a successful team of independent financial advisers and dedicated client managers who provide client focussed advice in all aspects of financial planning.

Aided by in-house investment analysis and portfolio construction providing tailored solutions and ongoing investment management to assist clients, achieving their financial objectives.

This is an outstanding opportunity for a Paraplanner looking to start their career or an experienced Paraplanner to join the team and play a key part in the ambitious growth plans.

Role - Paraplanner, Para Planner


Experience - Working towards Level 4 Certification, Maths and English GCSE A-C or equivalent, knowledge of financial service industry, Degree Level Qualification, Good communication skills, attention to detail, exceptional organisational and planning abilities, computer literate, desire to grow industry knowledge Salary - £28k DOE

Experience Salary Responsibilities

  • Liaising directly with client managers and advisers on a regular basis.
  • Contacting providers to obtain outstanding existing scheme / plan information
  • Analysing data and using research tools to provide solutions to meet client's needs and objectives
  • Liaising with our investment analysts to obtain appropriate investment solutions
  • Providing records to support research undertaken
  • Summary of client's needs, objectives and recommendation via a suitability letter and client illustration.
  • Carrying out all tasks to be consistent with compliance procedures.
  • Communicating with the all members of the team on a regular basis, to provide case updates.
  • Managing case work to meet company and client deadlines.
  • Opportunity to develop skills through industry exams to progress to investment analyst and / or adviser
  • Skills

  • Working towards Level 4 Financial Planning Certification
  • Maths and English GCSE A-C or equivalent, preferably educated up to degree qualification including an element of mathematical or statistical related disciplines.
  • Extensive knowledge of the Financial Services Industry
  • Degree level qualification
  • Good Communication Skills - Verbal and Written
  • Attention to Detail and the ability to develop your own ideas
  • Exceptional organisational, planning and analytical abilities
  • Computer Literate - Knowledge of Microsoft Word, Outlook and Excel
  • Desire to develop industry knowledge and progress into other roles in the company
  • If this sounds like you and something you are interested in just click the apply button! Or you can call Cristian on 0121 296 4418 to have a confidential chat about the role in more detail, your skills and requirements.

    This ad is posted by CV Bay on behalf of a client. All of our Adverts are for live Jobs we're actively recruiting for. We are a UK based Recruitment agency.

    We have dedicated teams and account managers to ensure we give the best possible service. If this particular Advert isn't of interest to you, but you are a Financial Services Professional, please get in touch as we have new roles in on a daily basis.

    Add to favorites
    Remove from favorites
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form