BIRMINGHAM
The Client
This is a small but highly successful IFA practice that provides financial advice to private and corporate clients. This practice offers holistic advice across Investments, Tax, Retirement Planning and Employee Benefits. Supported by an Accountancy division this practice has a strong presence within the midlands.
The Opportunity
Due to business growth this business would like to welcome an experienced Paraplanner to the team. You will be responsible for supporting several Advisers and their HNW clientele and will be given full exams support alongside future progression opportunities within the business.
What’s needed for me to be considered?
- Previous experience within an IFA or regulated financial services environment.
- Previous experience within a Paraplanning position providing technical support to advisers
- Strong knowledge of holistic financial planning products and services
- Progression towards level 4 Diploma
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms
Senior Paraplanner, Paraplanner, Para-planner, Para planner, Technical Planner, Report Writer, Technical Planner, Technical Report Writer, Financial Planner, Adviser Support, Financial Planning Technician