Financial Planner

CVBay Limited
13 Apr 2018
01 May 2018
Contract Type
Full Time

Assistant Financial Planner - International Partnership - Birmingham - £DOE + Extensive Benefits

We are looking for an enthusiastic and dedicated Assistant Financial Planner to join our International Partnership, the successful candidate will be based in our state of the art offices in Central Birmingham. This is an outstanding opportunity for an Assistant Financial planner to join our progressive firm with a Global Network of offices and be a key part in our huge and ambitious growth plans.

Role - Assistant Financial Planner, Financial Planner, Paraplanner, Para-planner, Para planner

Experience - Financial Planning experience, technical competency of investment/ wealth management, protection /risk, pension and retirement advice, Dip PFS (or working towards)

Salary - £DOE

Location -Birmingham, Walsall, Sutton Coldfield, Solihull, Kings Heath, Knowle, Redditch, Halesowen, Sutton Coldfield, Nuneaton, Coleshill, Worcestershire.

Benefits - tiered holiday depending on seniority starting from 23 days holiday plus Bank Holidays, Flexible benefit scheme with annual allowance, Employer contribution Pension Scheme, Continued Professional Development, Social outings, Staff discounts, Progression Opportunities, Non contractual Bonus entitlement


ü Assist Financial Planning team in enabling them to provide and implement suitable planning advice

ü Ensure appropriate technical knowledge and market awareness is maintained

ü Liaise with the clients booking meetings and answering queries etc

ü Pre meeting preparations including background research, portfolio performance statistics and any formal paperwork/ forms for completion

ü Attend planning meetings and record minutes and action points

ü Post client meeting support to the team including; issuing client meeting notes, liaise with clients over paperwork to be returned and complete other action points as required

ü Gather information from third providers and internal sources

ü Draft engagement packs and accompanying compliance requirements

ü Help with any Business Development initiatives and take personal responsibility for your own Business Development internally and externally

ü Ensure correct submission of all new applications in accordance with internal / regulatory standards by effective communication, work flow management and record-keeping/ database management

ü Ensure you record/ maintain information on internal software

ü Ensure file or store all records and files in accordance with internal standards

ü Produce and monitor business statistics and pipeline


ü Financial Planning experience in a professional practice

ü Technical competence in areas of investment / wealth management

ü Dip PFS or working towards

ü Strong organisational skills and attention to detail

ü Strong interpersonal skills

ü Strong IT skills including use of computing/cashflow modelling experience

ü Adaptable to changing demands and priorities

ü Demonstrates commitment to own development

ü Able to prioritise workload

ü Able to work deadlines

ü Able to work as a team and independently

ü Prepared to travel to regional offices

Our Office

Our offices are located at the heart of Birmingham City Centre within a state of the art building, it really is a spectacular place to work. We are an international partnership with excellent prospects within our Global Network of Office but are still able to offer a real good work life balance. We expect our employees to work hard during working hours and there are no hidden extra expectations. Our partner to staff ratios are a lot higher than any of our competitors which reflects the accessibility to get to partner level with us. With our continuing growth and ambitious future plans it really is an exciting and rewarding place to work.

If this sounds like you and something you are interested in please send your CV over straight away ! Or you can call Katie on ************* to have a confidential chat about the role in more detail, your skills and requirements.

This ad is posted by CV Bay on behalf of a client. All of our Adverts are for live Jobs we're actively recruiting for. We are a UK based Recruitment agency. We have dedicated teams and account managers to ensure we give the best possible service. If this particular Advert isn't of interest to you, but you are a Games Professional, please get in touch as we have new roles in on a daily basis.

This job was originally posted as