About Us:
We are an Independent Financial Advice firm that has been operating out of the Warwickshire and Birmingham area for over 35 years. We are expanding our growing team further to service our growing client bank. With a strong reputation in the financial sector, we pride ourselves on our dedicated team that consistently delivers comprehensive financial solutions to our esteemed clientele. As we expand our team, we invite you to be a part of our journey and help us in our ongoing commitment to excellence.

Responsibilities:

• Manage day-to-day administrative tasks related to finance, pensions, investments, and mortgages.
• Working directly with MD and the needs of their bank of clients
• Efficiently utilize our back-office system, Intelliflo, and coordinate with our trusted providers like FundsNetwork, Aegon, Aviva and Prudential, amongst many more.
• Answer incoming client calls
• Handle new business submissions, process withdrawals, and client valuations.
• General Paraplanning tasks such as report writing, CGT calculations, Chargeable Event Calculations and Tax Planning
• With time and experience, handle tasks like writing suitability reports and conducting investment bond calculations.

Skills & Experience:

• Minimum of 5 years’ experience Paraplanning.
• Good phone etiquette and experience using the Microsoft suite.
• Experience dealing directly with clients
• Fully Qualified is preferred, but open to partial or non-qualified if experience in industry is extensive
• Ability to adapt quickly and hit the ground running.
• Familiarity or willingness to learn and work with our systems and providers.

Our Team:

• The team is 100% office based and doesn’t have scope for remote working due to the nature of business activities.
• The team varies in age ranges and backgrounds, so we welcome candidates.
• Starting salary is £28,000 and can increase depending on experience level.
• We are NOT looking for someone who wants to become an adviser for this role and is happy in a Paraplanning role.

Job Type: Full-time
Pay: From £28,000.00 per year
Work Location: In perso

• Manage day-to-day administrative tasks related to finance, pensions, investments, and mortgages.
• Working directly with MD and the needs of their bank of clients
• Efficiently utilize our back-office system, Intelliflo, and coordinate with our trusted providers like FundsNetwork, Aegon, Aviva and Prudential, amongst many more.
• Answer incoming client calls
• Handle new business submissions, process withdrawals, and client valuations.
• General Paraplanning tasks such as report writing, CGT calculations, Chargeable Event Calculations and Tax Planning
• With time and experience, handle tasks like writing suitability reports and conducting investment bond calculations