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  • £35000 - £45000 per annum
  • Birmingham
  • Posted: 15/03/2023
  • Permanent
  • Job Ref: 387146923

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.

The Person
This company are looking for a proactive, communicative, and personable individual to join the team. This role requires someone with attention to detail and an analytical skillset. Other requirements include:
  • 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

This company offer 25 days holiday + bank holidays, 9-5 working hours (with 1 hour lunch) and free parking. They would also be happy to support with any relevant qualifications and study to further your development.