Job Title: Paraplanner

Location: Birmingham

Salary: Up to GBP38,000 dependent on experience and qualifications

Hybrid working role, 2 days from home per week.

Introduction:

This is an exciting opportunity for an experienced Paraplanner to join a leading national wealth management firm, where you will provide paraplanning support to the advisers and wider team, ensuring the highest possible standard of client service delivery.

The firm:

Capio Recruitment are proud to have partnered with a successful and progressive company, currently managing around GBP10billion funds under management, made up of over 22,000 clients across the UK.

As a rapidly growing national firm, they have opportunities across the country which enable their employees to work flexibly with some fantastic technology and support behind them.

Today they are one of the largest independently owned wealth management firms in the UK, who work with both individuals and businesses achieve their financial goals.

The role:

The successful paraplanner will already be in a similar paraplanner position within a wealth management firm, hold industry qualifications and have in depth knowledge of the entire advice process.

The successful candidate will be able to;

Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.Undertake necessary research and analysis, including– Fund research and analysis– Product comparison and analysis– Charges analysis– Investigation of taxation implications (IHT, CGT, LTA, CEG etc.)Compile suitability reports, detailing the recommended advice to suit the client's needs.Discuss the reports with the Financial Adviser, amending as necessary.Generate and submit case packs to the Tax team and Compliance team as necessary Amongst other duties What do I need to be considered?

Financial Planning Diploma qualified (or equivalent professional qualification)Demonstrable experience in an end–to–end paraplanning roleDemonstrable knowledge of and proficiency in research toolsProven ability to work with templated suitability reportsThe ability to include additional bespoke explanations/discussions in order to personalise suitability reports outside of the standard wording set by the firm. What's in it for you?

As this is an essential role within a leading UK firm, you can expect to be greatly compensated in terms of salary, flexibility and benefits. Some benefits that are offered include;

Private Medical InsuranceDeath in Service 4x salaryGroup Income ProtectionCritical Illness CoverEmployer Pension ContributionShutdown over XmasVarious bonus schemes depending on role and levelProfessional Qualifications and study paid for in FULL.Home and flexible workingEnhanced Maternity/ PaternityBull & Sell HolidayEmployee Assistance ProgrammeCashplan for eye tests, dental ect AND MORE!

So, what next?

If you are an existing paraplanner that fancies a change, or are a trainee/ junior paraplanner with your Diploma now looking for the next step in your career, we invite you to apply!

After applying, one of our specialist consultants at Capio Recruitment will be in touch to run through your application and role in further detail.

All applications are appreciated, but only shortlisted candidates will be contacted.