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Job Details

FANTASTIC NEW OPPORTUNITY – Paraplanner (Technical Sales Support), £35,000-45,000 p/a DoE, Birmingham, F/T Office

Sheridan Maine are delighted to be working with a chartered firm of independent financial advisors based in Birmingham. They are looking for a Paraplanner to join their back-office team.

The Role
A Technical sales support/Paraplanner, to support a Financial Planner, within a chartered firm. You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. Other duties include:

• Ability to ensure that the Financial Planner’s requirements are fully understood by effectively question and then articulate understanding.
• Analysing information on a client’s existing financial arrangements and conducting a gap analysis.
• Research products, with guidelines from the Financial Planner, the clients’ circumstances, and objectives, to support recommendations.
• Prepare and compile personalised Suitability and Ongoing Suitability Reports, which are clear to the client, written in plain English and include any compliance requirements. (Training will be provided)
• Prepping cases for client meetings.

• Minimum 3-5+ years of experience in an IFA environment.
• Highly organised individual.
• A team player, someone who is solution oriented.
• Strong PC skills including MS Excel and
• A good knowledge of retail investment products is desirable.
• Happy to travel into the office 5 days a week initially.
• Ability to balance commercial needs with compliance requirements