Your Local Recruitment Experts for Solihull, Birmingham, Coventry and Warwickshire


Job Role (s):
Business and Customer Support
£35,000 to £45,000 Per Annum
West Midlands, Solihull
Contract Type:

Salary up to £45,000 (dep on Experience) + free parking + 4 x Death in Service. Pension 6% contribution

Our Client delivers comprehensive Wealth Management advice and solutions to their valued Clients.

They are seeking an experienced and professional Paraplanner to join the team.
The role includes providing technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports

The role will involve:
*Working with advisers and to support all of the steps in a customer advice journey.
*Carrying out detailed research on products, providers, and funds in line with company policy
*Collating customer information and preparing appropriate technical analysis.
*Compiling suitability reports, detailing product recommendations for presentation to clients and/or reports for sending to clients.
*You will be responsible for ensuring business is completed in a timely fashion and meets compliance requirements.

The ideal candidate:
*Level 4 Financial Planning Diploma or working towards as a minimum.
*An understanding of the financial planning process and requirements.
*Have excellent attention to detail and high accuracy levels.
*Articulate in dealing with customers and stakeholders, verbally and within written communications.
*Ability to work independently and within a team.

This is a great opportunity for someone with previous experience in a paraplanner role within a financial advice team and has a good understanding of the financial planning process and requirements.

You will enjoy working individually but also as part of a team when working to set timescales. As well as being good at building relationships and an excellent communicator, both verbally and in written communication.

Plum Personnel is a recruitment consultancy providing recruitment and employment services for job seekers and employers in Solihull, Birmingham, Coventry and Warwickshire.
We are totally committed to the principles of equality and diversity in recruitment and employment and our recruitment process is always based on your relevant skills, potential and achievements for the job advertised.

Your application will be carefully considered in line with the skills, experience and knowledge required for this role and other similar jobs that may be of interest.
We will contact you within 48-hours of your job application if you are selected.
If you do not hear from us within this timeframe it means your application for this job has not been successful on this occasion.

We cannot retain your details in line with GDPR so do please respond to future roles of interest. If you have previously registered with Plum Personnel for permanent or temporary recruitment and employment opportunities and are interested in this job role do please contact us directly 0121 705 8157