Job Information

A Financial Advisers in Birmingham are seeking a Paraplanner to work closely with Financial Advisers and IFA Administrators, to support the client advisory process and play a key role in a quality sales support function.

Starting salary of £35,000 to £37,000

When successful you will;

• Review fact finds, file notes, client risk profile questionnaires etc.
• Obtain quotes using relevant in-house platforms or from external providers
• Undertake the necessary research and analysis, including: • • Fund analysis
• • Product comparison
• • Product analysis
• • Fund research
• • Charges analysis


• Compile suitability reports detailing the recommended advice to suit the client`s needs
• Discuss the reports with the Financial Adviser, amending as necessary
• Instruct the IFA Administrator to proceed with preparation of the pack for the client
• Pre-populate client application forms ready for the Financial Adviser to discuss with the client
• Support the Treating your Customers Fairly (TCF) initiative.

To be successful you will have;

• Level 4 Diploma In Financial Planning or equivalent
• Demonstrable paraplanning experience

If you would like to know more, please search ‘Cameron James Professional Recruitment` and call and ask for Richard.

Or apply now.