QABirmingham
calm, collected and reassuring when faced with a crisis? If so, we have the perfect opportunity for you! About our role: As Student Welfare Advisor you will have the knowledge & ability to provide advice, guidance and information on personal...
Quilter Financial PlanningIlkeston, 38 mi from Birmingham
If you are a Financial Advisor seeking a more supported role, then this could be the opportunity for you!
This is a fantastic opportunity that will suit any ambitious Financial Adviser, whether you come from an independent or a banking background...
Quilter Financial PlanningBirmingham
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking...
Devere GroupBirmingham
taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other...
Devere GroupBirmingham
taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other...
Get new jobs by email!
Get email updates for the latest Personal Financial Advisor jobs in Birmingham
It's free, and you can cancel email updates at any time
Paraplanner
Birmingham | Permanent | £24,000 - £30,000/year | www.cv-library.co.uk |
Role: Paraplanner
Location: Birmingham
Salary: £24,000 to £30,000 (depending on experience)
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry. Full level 4 qualifications are desirable but not essential but experience, technical knowledge and a good work ethic are a must
This is an full time office based role, located in the Harborne area of South West Birmingham.
Duties and Responsibilities to include but not limited to
• To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.
• Manage the internal processing system to ensure the delivery of ongoing service requirements, maintaining accurate CRM records.
• Produce Client Suitability Reports for personalising and sign off by the Practice Principal/Adviser
• To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance
• Prepare proposals for the solution that the planner has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.
• To contact clients prior to adviser meetings to confirm appointments and obtain up to date information in line with practice processes and adviser requirements.
• To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc.
• Provide ad hoc research and administrative support to the Principal/adviser as and when required
• Compliance - understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements
Knowledge and kills Required
• Minimum 2 to 5 years’ experience in an administrative/paraplanner role based in a Financial Advice business or the Financial Services Industry
• An understanding of fund management, UK taxation, life insurance and investment products
• IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
• Experience in using platforms, cashflow modelling and analytics tools
• Strong communication skills gained within a provider and client facing role
You will
• Have a strong personal work ethic
• Have the ability to work to tight deadlines
• Have strong organisational skills
If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers
Location: Birmingham
Salary: £24,000 to £30,000 (depending on experience)
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry. Full level 4 qualifications are desirable but not essential but experience, technical knowledge and a good work ethic are a must
This is an full time office based role, located in the Harborne area of South West Birmingham.
Duties and Responsibilities to include but not limited to
• To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.
• Manage the internal processing system to ensure the delivery of ongoing service requirements, maintaining accurate CRM records.
• Produce Client Suitability Reports for personalising and sign off by the Practice Principal/Adviser
• To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance
• Prepare proposals for the solution that the planner has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.
• To contact clients prior to adviser meetings to confirm appointments and obtain up to date information in line with practice processes and adviser requirements.
• To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc.
• Provide ad hoc research and administrative support to the Principal/adviser as and when required
• Compliance - understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements
Knowledge and kills Required
• Minimum 2 to 5 years’ experience in an administrative/paraplanner role based in a Financial Advice business or the Financial Services Industry
• An understanding of fund management, UK taxation, life insurance and investment products
• IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
• Experience in using platforms, cashflow modelling and analytics tools
• Strong communication skills gained within a provider and client facing role
You will
• Have a strong personal work ethic
• Have the ability to work to tight deadlines
• Have strong organisational skills
If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers
Best jobs you don't want to miss: