Paraplanner
Edgbaston Based
£35,000 - £40,000 DOE
Hybrid Working
NJR are proud to be partnered with a marketing leading Financial Planning firm based in Edgabston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment and protection advice. Our client want to appoint an experienced Paraplanner to join their well-established team. The successful candidate will support the advisers and help deliver quality advice to clients.
Required;
- Diploma Qualified or on your way to being (Preferably CII).
- Experience of writing Suitability Reports including new business, investment, and pension transfers.
- Proficient with technical nature of advice; such as pension tax relief, carry forward, inheritance tax, capital gains tax, investment bonds, transfer process.
- Excellent knowledge of Excel and Word with ability to manage spreadsheets.
- Attend some client meetings and write up meeting notes.
- Comfortable with using wealth management tools - FE Analytics/ATEB/AdviserAsset/Intelligent Office.
- Literacy, numeracy and attention to detail are crucial for this role.
- Excellent organisational skills, prepared to work as part of a team and independently.
- Hard-working, friendly, easy going, and open to ideas
- Prepared to listen, learn, improve skills and processes.