Paraplanner Part-Time

A unique opportunity is available for a part-time Paraplanner to join a long-standing independent advice firm based in Sutton Coldfield. The position will ideally suit 20-25 hours per week and can flexed over full days or reduced hours to cover school runs etc.My client is an independent financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection. This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed and trusting environment with client-centric approach. Duties include:

• Support Financial Planner with preparing client reviews and meetings
• Provide research for client cases
• Preparing client paperwork including suitability reports
• Liaise with providers
• Additional administration and client coordination duties may be required

Candidate requirements:

• Experience in a similar role providing Paraplanner support on behalf of a Financial Adviser/Planner
• Industry qualifications are preferred although not essential with relevant experience
• Knowledge of advice cases including investments and pensions
• The ability to work independently and as part of a small team
• A friendly approach when dealing with clients and colleagues
• An appreciation for the regulatory requirement with financial planning and advice

On offer:

• A attractive alary dependant on experience
• Suggested part-time hours of 20-25 hours per week
• Full flexibility to work full days or reduced hours across more days
• Friendly, supportive and trusting working environment
• On site parking for days in the office

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