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Paraplanner

3 months ago

Birmingham, Birmingham, United Kingdom TN United Kingdom Full time

Location BIRMINGHAM Salary £ £38000 TypePermanent WorkplaceOn-Site Ref85327 Recruiter Managing This Role T he 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.

Whats 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