Job Title

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyHit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over 100m of FuM.They are seeking a Senior Paraplanner / Chartered Paraplanner to join the team to support their 2 Financial Advisers. The business offers truly independent, holistic financial planning and cashflow modelling to clients, which are often HNW and UHNW, many of which being business owners.You will be responsible for researching pensions, investments and protection, undertaking full analysis of the clients existing circumstances and objectives / ambitions and then write a comprehensive proposal to achieve those goals. There will often be opportunities for you to attend some of the client meetings and hear first hand the clients needs and aspirations.Due to the nature of their clients often having complex financial planning solutions, the business requires a highly knowledgeable and skilled Paraplanner to best support their Financial Advisers. Therefore, if you are excited by a role that challenges your knowledge on a regular basis, this will appeal to you!Alongside the paraplanning duties, the business would like this individual to assist in delegating workflows to their Paraplanners.You will work alongside and be supported by their Administration team, so that you can focus on the technical duties.Due to the growth plans and how this role fits within the business, they are not looking for someone with desire to become an Adviser. However, they would support your continued technical knowledge progression and also could see this role leading into a Head of Department type role (such as leading the support team). In addition, they always value their teams input into improving processes and utilising technology.Comprehensive job description can be provided to suitable candidatesSenior Paraplanner / Chartered Paraplanner RequirementsYou should be Chartered qualified or on your way to achieving this, and be able to apply your advanced financial planning knowledge to real casesYou should have experience as a Paraplanner within an independent financial planning firm and be comfortable using a wide range of financial products and providersYou should be confident using industry software such as FE Analytics, Cashflow Modelling, Dynamic Planner, Planner Pal etcSenior Paraplanner / Chartered Paraplanner BenefitsSalary of 60,000 - 65,000 plus bonus scheme upon achieving team goals37 hours per week28 days annual and statutory leave with option to purchase additional 10 days per yearAuto enrolment pension and death in serviceOffice based role with flexible working, potential for 1 day from home, however the business works collaboratively together in person, with majority of clients attending their officeBased in Central Birmingham, close to main train stations for commutingLocationsBirminghamLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any informationTPBN1_UKTJ