Wealth Management Professional
1 day ago
We are a dynamic wealth management business based in Solihull, seeking an experienced Paraplanner to join our team.
The role offers a competitive salary of around £35,000 per annum, plus a discretionary bonus of £3-4K and benefits.
This is an excellent opportunity for a skilled Paraplanner to work with a reputable firm, providing tailored financial solutions to clients.
Main Responsibilities:- Drafting comprehensive financial planning reports to meet client needs.
- Collaborating with advisors to provide expert support and guidance.
- Conducting in-depth research and analysis to ensure accurate and up-to-date information.
- Presentation support and case submission to help clients achieve their goals.
- Proven experience in report writing and financial planning.
- Relevant qualifications such as the Level 4 Diploma or progress towards them.
- A competitive salary of £35,000 per annum.
- A discretionary bonus of £3-4K per annum.
- Ongoing training and professional development opportunities.
- A supportive and dynamic work environment.
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