Paraplanner - Birmingham
Only for registered members Birmingham, United Kingdom
1 month ago
* This salary range is an estimation made by beBee
Job summary
Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do.
Responsibilities
- Research and identify comprehensive financial planning opportunities tailored to individual client objectives
- Prepare detailed suitability reports and strategic recommendations for Financial Planner approval
- Conduct thorough fund research and analysis utilising industry-leading platforms such as FE Analytics
- Maintain current due diligence research across funds, platforms, and product providers
- Generate cumulative return analyses and performance reporting for team collaboration
- Ensure all client documentation meets regulatory compliance standards and quality benchmarks
Qualifications and Experience
- Minimum 2 years' paraplanning experience within an established IFA environment
- Comprehensive knowledge of diverse financial products and planning strategies
- DipPFS qualification or equivalent Level 4 professional certification preferred
- Proven track record of delivering exceptional client communication and service standards
- Strong collaborative approach with demonstrated team working capabilities
- Extensive experience with IFA systems, processes, and regulatory requirements
- Outstanding attention to detail with commitment to quality service delivery
- Personal attributes including adaptability, enthusiasm, reliability, and professional integrity
Job description
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