Job Information

Our client has been established since 1987 providing Wealth Management, Financial Services and insurance to its clients. They require a Senior Paraplanner for their Edgbaston offices.

Main tasks of role

Produce accurate, compliant client reports within agreed timescales.

Assist in the production of client portfolio reviews.

Provide response to client technical queries.

Produce client cash flow models.

Assist with updating MJPs preferred provider panels. This will involve the ongoing monitoring of recommended structures and providers.

Together with other members of the Technical Unit, update standard report/RWL tools for all areas of advice.

Assist in the training to other members of staff on all area’s of advice

Produce technical bulletins to be sent to clients and introducers when appropriate.

Qualifications Minimum CII Diploma or equivalent. Successful candidates will be expected to work towards attaining the advanced diploma and Chartered Status.

Experience Min 3 years in a similar role within a financial services business.