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    Paraplanner (Permanent) - Birmingham, United Kingdom - GMP Recruitment Ltd

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    Description
    GMP Recruitment are proud to be partnered with a highly successful and ever-growing financial planning business located in Birmingham.

    We are currently supporting their recruitment for a Senior Paraplanner to join their team on a full time, permanent contract.

    The firm offers truly independent, holistic financial planning advice to company owners, HNWs and mass affluent clients.


    This position is working Monday - Friday 37 hours a week and you will be offered a salary up to £50,000 which is demonstrable with relevant experience.


    You will work closely with advisers and may shadow the lead adviser in client meetings to understand client needs and financial planning solutions.

    We are looking for an individual who is Diploma qualified and ideally on the way to becoming chartered, with notable experience in a genuinely independent firm and proficiency with financial planning tools and systems


    Senior Paraplanner main duties:

    • Produce and distribute annual reviews and client communications
    • Monitor risk exposure, fees, and performance
    • Utilize tools like FE Analytics, Dynamic Planner Risk Profiling System, and cashflow modelling
    • Research and recommend tax-advantaged investment products
    • Deliver advice via various platforms and products, including ISA/SIPP/Offshore Bonds and collectives
    • Research and recommend personal pension products, focusing on self-invested personal pensions
    • Use industry calculators and models for goal setting and financial modelling
    • Senior Paraplanner required skills and experience:
    • Proficiency with financial planning tools and systems
    • Familiarity with a wide range of financial products and providers
    *

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