Job Title: Paraplanner

Salary: £30,000 – £40,000 excellent benefits including free parking

Hours: Full time

Location: Solihull

Description:

A well established and prestigious company based in a semi-rural location near Solihull is recruiting a Paraplanner to join their team and to provide accurate and timely research, technical analysis and detailed compliant reports. This is a fantastic opportunity to work within a business with great ethics and an exciting future.

Key Duties:

• Implement recommendations to meet agreed client objectives in line with business advice process
• Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties
• Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives
• On occasion it may be necessary to deal with technical queries from clients
• Responsible for day-to-day paraplanning tasks – identifying what’s required, where client cases have information missing or outstanding actions
• Working with the advisers and administrative team to obtain information and subsequently writing a report ready for approval
• Own, commit and be accountable for individual personal development to benefit own career progression and in turn enhance the client experience
• Ability and desire to work in a team environment to provide help and support to all team members to drive great client outcomes
• Share best practice, knowledge and technical expertise (both successes and learns) to drive continuous improvement
• Demonstrate and role-model integrity, honesty, passion and respect for clients, team members and third parties in order to achieve the short, medium and long-term company vision

Key Skills/Experience Required:

• Detailed technical knowledge and understanding of Financial Services within an IFA environment
• Diploma in Financial Planning or equivalent
• Previous Paraplanning experience
• Accurate, organised and efficient approach to research, technical analysis, problem-solving and report writing
• Embrace and use technical software (back-office/platform/technical analysis tools)
• Accurate presentation and communication of technical language which is understandable to clients (both written and verbal)
• Build rapport and relationships with clients and team members
• Respecting client confidentiality
• Own, commit and be accountable for individual personal development to benefit own career progression and in turn enhance the client experience
• Ability and desire to work in a team environment to provide help and support to all team members to drive great client outcomes
• Share best practice, knowledge and technical expertise (both successes and learns) to drive continuous improvement
• Demonstrate and role-model integrity, honesty, passion and respect for clients, team members and third parties in order to achieve the short, medium and long-term company vision

If you are interested in finding out more or know of someone who might be interested than please get in touch. You can email careers@morganparkes.couk or call 0121 296 5766.

Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.

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