Job Title: Paraplanner
Salary: up to £45,000 - depending on experience
Location: Birmingham
Our client is looking for a paraplanner to be responsible for supporting financial planners by conducting research, preparing financial plans, and handling various administrative tasks.
Responsibilities:
- Ensuring clients receive accurate and professional financial advice
- Providing a smooth and efficient process for clients
- Analyse clients financial situations - income, expenses, asset and liabilities
- Assist financial planners in client meetings by preparing necessary material and documentation
- Ensure all financial plans and recommendations company with relevant laws, regulations and ethical standards
Requirements:
- Relevant certifications such as DipFA, CFP, or equivalent
- Experience in financial planning, wealth management or related field
- Strong analytical skills
- Excellent written and verbal communication
- Proficiency in financial planning software