Job Title: Senior Technical Paraplanner
Location: Birmingham
Salary: £32,000 – £56,000 Depending on Experience and Qualifications
Job type: Full time – Permanent
Keeley & Co are a family business established in 1928. We offer independent financial planning advice which covers (but is not limited to) Life planning, Lifetime wealth planning, investment advice, Advice establishing financial protection, retirement planning and family wealth advice. We have always prided ourselves on high ethical principles, technical expertise and care for our clients.
We excel at what we do so we have delightful and appreciative clients for life. We have efficient and dedicated paraplanners who love their job. We have a great business model with a small number of high value clients paying annual fees in return for a very high level of service. We 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 as we practise what we preach to clients.
The Role
We are looking for a Senior Technical Paraplanner; you will be managing your own portfolio of high-net-worth clients, together with your Financial Planner and Administrator, with the integrity, patience and understanding to support our full range of clients for their lifetime, from those who are still considering retirement through to our most elderly clients and their children/grandchildren.
Main Responsibilities
To know your portfolio of clients, understand the personal life aspirations of each, analyse and evaluate clients’ detailed financial circumstances ensuring the client’s wealth is managed to directly support their most profound life aspirations. To be the ongoing point of contact for the client, attending their meetings and managing the accumulation, maintenance and/or decumulation of their wealth to achieve their life plan.
The Ideal Candidate
- Studying for or already obtained the Level 4 Diploma. Ideally possess the Investment Management and Long-Term Care qualifications.
- High level Cashflow modelling skills.
- Familiarity with complex Investment Bond, Inheritance Tax & Trust calculations as well as empathy, positivity and a sense of humour.
- Able to work as part of a team to ensure the smooth running of the office
(If you do not yet possess this full skillset but have a passion to achieve it then we will also be happy to hear from you.)
Benefits
- We are a small enough firm to notice when you work hard and reward when you go the extra mile.
- We will be supportive when you have difficulties, understanding of your family commitments and flexible when necessary. In return, we expect loyalty, honesty and respect.
- When the firm does well, all will participate in that success through: Bonuses, Praise and recognition, Career progression (Where appropriate).
- We expect full commitment during your working hours but we strongly encourage you to leave work at 5pm so that you can have a life.
- We will support you in developing your career, providing financial assistance with your exams.
- We offer 24 days annual leave (increasing with service) plus bank holidays
- Death-in-service benefits
- Income protection insurance
- Private medical insurance
- Company pension plan.
- We have a great reputation as a firm of excellence, integrity and technical excellence built up over 80 years.
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with the experience or relevant job titles of; Accounts Assistant, Accounts Administrator, Invoice Administrator, Administrator, Admin, Assistant, Office Administrator, Office Admin, Office Assistant, Office Associate, Office Support, Paraplanner, Planner, Para-planner, Financial Advisor, Finance Planner, Financial Adviser, Financial Advisor Assistant, Finance Advisor Assistant, Financial Services Administrator, Pensions Administrator, ISA Administrator, Wealth Management Administrator, Investment Management Administrator, Financial Paraplanner, Finance Paraplanner, Personal Finance Adviser, Personal Finance Advisor, Financial Services Support, Personal Finance Planner, Personal Finance Paraplanner will be considered for this role.
