Senior Paraplanner/Technical Sales Support

Job Description
Senior
Paraplanner/Technical
Sales Support
Edgbaston, Birmingham
Salary £35,000 to £40,000 per annum (DOE)
About Us:
We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for a dynamic Senior
Paraplanner/Technical
Sales Support to join the team and help drive the mission forward.
Role Overview:
As a Senior
Paraplanner/Technical
Sales Support, you will play a crucial role in supporting a financial advisor, providing high-level technical support, and ensuring our clients receive the best financial planning advice. This is an exciting opportunity for a seasoned professional to join a thriving team and contribute to the success of our clients and company.
Key Responsibilities:
Conduct comprehensive research and analysis of financial products and services.
Prepare detailed and compliant financial plans and reports for clients.
Support financial advisors with client meetings, including attending meetings when necessary.
Ensure all recommendations meet regulatory requirements and company standards.
Liaise with clients to gather detailed financial information and address queries.
Mentor and support junior paraplanners and administrative staff.
Stay updated on industry trends, regulations, and best practices.
Qualifications and Experience:
Minimum of 3 years of experience in a paraplanning role.
Level 4 Diploma in Financial Planning (or equivalent); Chartered status or working towards it is highly desirable.
Strong knowledge of financial products, tax planning, and investment strategies.
Excellent analytical, organizational, and communication skills.
Proficient in financial planning software and Microsoft Office Suite.
Demonstrated ability to work independently and as part of a team.
What We Offer:
Salary of £35,000 to £40,000 (DOE) and benefits package.
Opportunities for professional growth and development.
Supportive and collaborative work environment.
Modern office located in Edgbaston, with excellent transport links.
Regular team-building activities and social events.
If you are a motivated individual with a passion for delivering exceptional client service and possess the necessary technical skills to thrive in a challenging yet rewarding environment, we encourage you to apply for this exciting opportunity to join our team as a Senior
Paraplanner/Technical
Sales Support.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.