Paraplanner Role in Jenson Fisher Consulting Ltd
3 weeks ago
Jenson Fisher Consulting Ltd is a prestigious multi-award-winning Wealth & Investment Management firm seeking a highly skilled Paraplanner to support our business growth phase.
Job Overview:- Support the creation of high-quality reports and presentations for clients;
- Maintain a strong understanding of the financial services market;
- Collaborate with colleagues to enhance knowledge sharing and expertise;
- Prioritize client satisfaction and retention;
- Work diligently with a focus on quality and attention to detail.
A minimum of 2 years' report writing experience within a Wealth Management setting is required, along with a CII DipPFS qualification and a client-focused approach.
Compensation PackageThis role offers a competitive salary range of £45-55k per annum, accompanied by an impressive benefits package designed to attract and retain exceptional professionals like yourself.
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Paraplanner - Wealth & Investment Management
3 weeks ago
Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeOverview:Jenson Fisher Consulting Ltd is a leading Wealth & Investment Management firm looking for an experienced Paraplanner to join our team. We are committed to providing exceptional service to our clients and strive to be the best wealth manager for families.Job Summary:The successful candidate will be responsible for supporting our Wealth Planning and...
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Pensions Paraplanner
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Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeWe are seeking a highly skilled Paraplanner to join Jenson Fisher Consulting Ltd, a renowned Wealth & Investment Management firm. This role is part of our exciting growth phase, and we are offering a competitive salary ranging from £45-55k, complemented by an extensive benefits package.Our Purpose:To deliver exceptional wealth management services to...
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Financial Services Specialist
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Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeWe are seeking a highly skilled Paraplanner to join our Wealth & Investment Management team at Jenson Fisher Consulting Ltd. This role offers a competitive salary ranging from £45-55k, complemented by an extensive benefits package and opportunities for professional growth.About the RoleThis role involves working closely with experienced Wealth Planners and...
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Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeJenson Fisher Consulting Ltd is a leading Wealth & Investment Management firm seeking a skilled Paraplanner to join our team. The successful candidate will play a key role in creating tailored solutions for our clients, utilizing their expertise in report writing and analysis of complex financial data.Key ResponsibilitiesWorking closely with experienced...
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Financial Services Expert
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