Hybrid Paraplanner for Wealth Planning | 12-Month Contract

Successionwealth; Birmingham; Hybrid; GBP 30,000 - GBP 45,000; Full time

Job summary

A financial services company is seeking a Paraplanner to provide essential support to Financial Planners, ensuring an excellent client experience. The role involves conducting research and preparing compliant recommendations, requiring a minimum of 2 years of Paraplanning experience and a Level 4 qualification or higher. Applicants should have a strong knowledge of pensions, investments, and estate planning, along with excellent communication skills. This position offers a competitive salary, hybrid working options, and a comprehensive benefits package.

Benefits

25 days Annual leave plus bank holidays

Excellent company pension scheme

Agile and family-friendly working arrangements

Company sick pay

Enhanced parental pay

Discounts on insurance products

Funding for home office equipment

Group Life Assurance Scheme

Access to health benefits

Flexible benefits platform

Support for professional exams

Charity Days

Company events

Group Income Protection

Qualifications

• Minimum of 2 years Paraplanning experience required.
• Qualified to Level 4 or above is essential.
• Detailed knowledge of pensions, investments and estate planning is critical.
• Strong verbal and written communication skills are necessary.

Responsibilities

• Undertake research and analysis of suitable products.
• Draft recommendations based on client needs.
• Act as initial point of contact for Planner queries.

Skills

Paraplanning experience

Knowledge of pensions

Knowledge of investments

Knowledge of estate planning

Verbal communication

Written communication

Education

Level 4 qualification or above

Tools

Research tools for technical calculations

Job description

A financial services company is seeking a Paraplanner to provide essential support to Financial Planners, ensuring an excellent client experience. The role involves conducting research and preparing compliant recommendations, requiring a minimum of 2 years of Paraplanning experience and a Level 4 qualification or higher. Applicants should have a strong knowledge of pensions, investments, and estate planning, along with excellent communication skills. This position offers a competitive salary, hybrid working options, and a comprehensive benefits package.