Financial Planning Associate - #2196031

Financial Planning Associate

Salary up to £27,000

Location: Birmingham

Hybrid working

A new and exciting job opportunity has become available to work for a boutique firm of Financial Planners who are based in Central Birmingham.

Joining a collaborative and forward-thinking financial planning business, you will be working closely with Financial Advisers and supporting clients from initial preparation through to implementation.The firm places real value on teamwork, a positive attitude and a willingness to get involved. You'll be joining a supportive environment where taking ownership, sharing knowledge, and delivering excellent client outcomes are equally important.

You will need to have experienced of working within the Financial Industry OR be working towards the Diploma.

The Role

This is a broad position combining financial administration, technical research and paraplanning responsibilities.

You'll support Advisers throughout the client journey, from preparing for reviews and updating fact finds to conducting research, cashflow modelling and producing suitability reports.

The role would suit an experienced Financial Services Administrator looking to develop further into paraplanning, or an established Paraplanner who enjoys a hands-on role with greater involvement in client servicing and case progression.

Key Responsibilities

• Manage adviser workflows, cases, tasks and client actions through Enable
• Maintain accurate client records, fact finds and supporting documentation
• Prepare for new client meetings, annual reviews and interim reviews
• Gather and analyse client information, objectives and financial circumstances
• Liaise directly with clients, Advisers and product providers
• Undertake cashflow modelling, investment research and portfolio analysis
• Compare products, providers, charges and financial solutions
• Submit and track new business applications across providers and platforms
• Process pensions, ISAs, GIAs, bonds, transfers, withdrawals and fund switches
• Set up and maintain initial and ongoing adviser fees
• Ensure recommendations are fully researched, evidenced and documented
• Proactively manage outstanding actions and progress cases through to completion

About You

• Previous experience within an IFA or financial planning environment
• Experience supporting Financial Advisers and managing client cases
• Knowledge of financial planning research and analysis
• Experience preparing suitability reports and/or client review documentation
• Good technical understanding of pensions, investments, taxation and protection
• Strong analytical skills and excellent attention to detail
• Confident communicating with clients, Advisers and providers
• Excellent written and verbal communication skills
• Highly organised with the ability to manage multiple priorities
• Proactive approach with the confidence to take ownership of work
• Friendly, positive and collaborative, with a genuine commitment to excellent client service

Qualifications

Ideally, you will hold or be working towards the CII Level 4 Diploma in Regulated Financial Planning, or an equivalent recognised qualification.

Candidates with strong relevant experience who are actively working towards professional qualifications will also be considered.

The business is committed to supporting ongoing professional development and helping the successful candidate progress their technical knowledge and career.

Systems & Technology

This is a technology-enabled business, so confidence using digital systems is important.

Experience with the following would be advantageous:

• Enable or similar back-office systems
• Microsoft 365, including Word, Excel, Outlook, PowerPoint and Teams
• FE Analytics and Dynamic Planner
• Cashflow modelling and risk-profiling tools
• Investment and portfolio analysis systems
• Provider platforms and online new business systems

An interest in technology and a willingness to embrace new systems and improved ways of working would be particularly beneficial.

Why Apply?

This is a fantastic opportunity to join a supportive and progressive financial planning business in a varied role where you can develop your technical expertise and gain exposure to the full financial planning process.

Whether you're an experienced Administrator looking to move into paraplanning or an established Paraplanner seeking a broader position, this role offers the opportunity to make a real contribution while continuing to develop your career.

If you're proactive, technically minded and enjoy working as part of a close-knit team, we'd love to hear from you.

Apply today via NJR Recruitment or call quoting the reference NJR100024

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.