Coburg Banks | Multi-sector UK recruitment agency

Coburg Banks - Recruitment Agency

Technical Paraplanner

TBC - TBC per annum 
Job Type:
Financial Services 
Job Ref:

Unfortunately, this job opportunity has expired.
Please go back to the Job Search page by clicking here.

Technical Paraplanner
Based in Birmingham
Competitive Salary + Excellent Benefits

One of the UK’s leading financial services companies is currently looking to recruit a technically proficient Paraplanner on a 7 month contract at their Birmingham Head Office. Offering an excellent salary plus benefits including bonus, pension scheme, plus healthcare and medical insurance, this is a fantastic opportunity for an intelligent individual with demonstrable knowledge across the full range of financial advice areas to join a forward thinking firm.

The Role
Working closely with and supporting Financial Consultants and paraplanners through the process of providing holistic financial advice to a range of clients. You would be responsible for preparing the documentation, conducting analysis, relevant calculations and creating Suitability Reports to support the consultant in documenting the advice given. Your focus will be on the more complex areas of financial advice such as estate planning and retirement.

In addition to preparing complex cases you will also be required to be a technical support to the paraplanners within the team and to undertake a quality assurance function for their cases, providing appropriate feedback and assisting in the development of the paraplanning team.

The Candidate
o Level 4 Diploma in Financial Advice or equivalent
o Thorough understanding of advice areas including pensions, investments, protection, plus more complex areas such as estate planning, commercial advice, and retirement
o Knowledge of regulatory and legislative requirements relating to COB rules, TCF principles, Introducer Rep Status, Money Laundering, Data Protection and Information Security
o Experience as a case checker, writing suitability reports and compiling client case files
o Confidence and maturity, able to work independently as well as communicate effectively within a team

The Company
An award winning and highly regarded financial services mutual, established in 1841, providing tailored financial advice and products to professional groups including doctors, dentists, teachers and lawyers. You would be joining a successful business, somewhere that truly values and develops its people, at an exciting point in its history.

The job may be suitable for candidates who have experience as the following: Technical Paraplanner, Paraplanner, IFA Paraplanner, Chartered Paraplanner.

This job would be suitable for candidates based in the following locations: Birmingham, West Midlands, Coventry, Solihull, Redditch, Halesowen, Stourbridge, Oldbury, Wolverhampton, West Bromwich, Smethwick, Sutton Coldfield.

Coburg Banks - Recruitment Agency

Get in touch with us.

Telephone: 0121 362 2300
Or send us a quick message and we’ll call you.
*These are required fields