FM Top Jobs
Shipley, Bradford
£30000 - £35000/annum
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Are you keen to join a dynamic business that is highly regarded within the financial services industry as a Paraplanner supporting HNW Financial Advisers?

The Company
This national advice business is in the process of growing their UK footprint by developing their team of Financial Advisers to service their acquired HNW client banks; therefore, they now require a Paraplanner to provide their Advisers with a first class paraplanning support.

Roles and responsibilities
As a Paraplanner, you will act as a key part in assisting the Financial Advisers provide financial planning advice to their HNW clients.
Your duties as a Paraplanner will include:
• Ensuring full preparation of necessary documentation and information for recommendations
• Liaising with the Financial Advisers on a continuous basis to ensure tasks are organised / undertaken within a compliant manner and timeframe
• Researching financial solutions by utilising the appropriate software and your industry knowledge
• Produce compliant reports and recommendations letters
• Prepare and submit the required paperwork to implement the recommendations made
• Ensure client files are compliant and include evidence of research undertaken
• Maintain your personal development through CPD and receive additional training when required

Training and Development
They offer excellent career development opportunities and give each individual the scope to grow and be part of their ongoing record of success. Possible progression is available for Paraplanners to become Financial Advisers after 18 months.

Requirements to be considered
In order to be considered for this role, you should have experience of paraplanning duties and be Level 4 DipFA qualified or working towards this qualification. In addition, you should have good knowledge of financial planning and the typical products and services used to meet clients’ needs.

• Salary from £30,000 to £35,000 pa plus pension, bonus, holiday and excellent range of flexible benefits
• They pride themselves on the first-class service provided to their HNW clients which is reflected in the formidable reputation they have built.
• You will be based in their prestigious offices in Birmingham
• The company’s vision is to continually improve at every level of their organisation, and take pride in developing and retaining their growing team of advisers and support staff.

Shipley, West Yorkshire

Apply now or call David Fletcher Regional Recruitment Consultant on (Apply online only)

The information contained in our advert including any salary or on target earnings information are given in good faith and FM Top Jobs Ltd uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM Top Jobs Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert