Birmingham, West Midlands
£35,000 – £50,000
Published 1 month ago

Job Description

Keeley & Co was established in 1928. We excel at what we do and have appreciative clients for life. We have a great business model with a small number of high value clients paying annual fees in return for a high level of service – and only work with clients we like. We continually push back the boundaries of good financial planning by incorporating both Life Planning and Coaching into our business proposition.

We are a financially stable and secure company.

We only employ genuinely nice people, so we have a great working atmosphere.

We will be supportive when you have difficulties, understanding of your family commitments and flexible when necessary.  In return, we ask for loyalty, honesty, and respect.

Package Details:

The successful candidate will receive a salary of £35,000-£50,000 Per Annum

Other benefits include:

  • An annual bonus reflecting your performance, in the month of December
  • Death in Service cover
  • Income protection
  • Medical expenses insurance
  • 10% pension scheme
  • Payment of exam costs, CII membership fees and exam bonuses
  • 24 days holiday + bank holidays, increasing to 29 days with years of service.
  • Route to Adviser at this point, you will receive full Administration and Paraplanning support as paraplanners attend all client meeting alongside the adviser

Purpose of the role:

The purpose of this role is to carry out the Paraplanning duties for clients and Advisers with a view to becoming part of management at the earliest opportunity. The role includes attending all client review meetings, preparing financial planning strategies, cashflow modelling, report construction and maintaining close client contact, ensuring the highest possible standard of client service and playing a key role in the business including suggestion of improvements and refinements of our proposition.

This position presents a unique chance for you to have a say in both the process and your future. Alongside various paths for advancement, it also provides a rare opportunity to undergo training and become a fully certified Financial Adviser/Manager. With in-depth support and encouragement the pace at which you transition into an Adviser/Manager is entirely within your control. Within 3-5 years, there's the expectation of you being in joint ownership with other Managers as the owner plans to retire in the next 4 years, making this a significant aspect to consider. I'm confident you'll find this opportunity exceptional.

Duties and Responsibilities:

Your duties will include but not be limited to:

  • Preparing financial planning solutions.
  • Preparing cashflow models and strategy for/with the Adviser.
  • Writing suitability reports/annual review reports
  • Providing high level technical support.
  • Manage your portfolio of clients jointly with advisers.
  • Accurately execute high worth investment transactions.
  • Provide a role model for other paraplanners
  • Create and implement processes and procedures.
  • Be the primary point of contact for your portfolio of clients
  • Build lasting relationships with clients and gain the respect of other staff

The Ideal Employee:

Relevant Skills/Experience

  • 2+ years Paraplanning experience
  • Level 4 Diploma in Financial Planning – DipPFS or equivalent.
  • Excellent organisation, communication, and numeracy skills both written and oral.
  • High personal ethical standards and a passion for excellence.
  • Ability to prioritise tasks and remain calm under pressure.
  • Excellent accuracy and attention to detail.
  • Have a forward-looking, positive attitude and a sense of humour.
  • Have potential for management and ownership responsibilities

Key Points

Salary: £35,000 - £50,000

Location: Birmingham

Experience (essential): 2+ years of Paraplanning experience

Qualifications (essential): Level 4 Diploma in Financial Planning DipPFS or equivalent

Type of role: Full-time

Job Information

Category Paraplanner
Reference JOB-1709
Benefits Annual bonus, DIS, Income Protection, medical expenses insurance, 10% pension scheme, 24 days holiday + bank holidays, increasing with years of service, opportunity to buy into the business in the future, full admin and paraplanning support.
Created Published 1 month ago
Consultant Information Kelley Giddy 443333078383