Paraplanner

Paraplanner

• Location: Birmingham/Remote
• Job Type: Full-time
• Salary: up to £45k

We are seeking a dedicated Paraplanner to join our team. This role is crucial for ensuring that all investment information provided to clients meets the highest standards of accuracy and regulatory compliance. The ideal candidate will have a strong understanding of financial markets, investment products, and the regulatory environment.

• Receive instructions and interpret data from advisers following client meetings.
• Analyse client data using research tools to provide tailored solutions that meet client needs and objectives.
• Prepare and maintain documentation including suitability letters, client-specific illustrations, and key feature documents.
• Ensure all client files are compliant and prepared for reviews.
• Produce and check suitability reports as required, ensuring all activities align with compliance procedures.
• Use research software tools effectively to support recommendations (e.g., Aequos, Morningstar, Selectapension).
• Manage and process both online and paper-based applications for life, investment, and pension products.
• Maintain a comprehensive diary and notes system for all business activities.

• Detailed knowledge of financial markets and investment products.
• Experience in a similar Paraplanner role, preferably within the financial services industry.
• Strong understanding of compliance and regulatory requirements.
• Proficient in using financial planning software and tools.
• Excellent analytical skills and attention to detail.
• Ability to work independently and as part of a team.
• Relevant financial qualifications are highly advantageous.

• Competitive salary and benefits package.
• Opportunities for professional development and career progression.
• Supportive team environment.

To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and qualifications.