Paraplanning Career Development Opportunity

1 week ago


Metropolitan Borough of Solihull, United Kingdom Pertemps Full time

Pertemps is offering an exceptional career development opportunity as a Paraplanning Career Development Specialist in the Solihull area. The successful candidate will enjoy a competitive salary of £34,000 per annum, commensurate with experience.

Key Responsibilities:
  1. Evaluate and compile fact find information, risk assessments, and advisor recommendations to create personalized financial plans.
  2. Develop expertise in investments, pensions, tax planning, and protection strategies.
  3. Conduct thorough research and analysis of fund and product providers to inform client decision-making.
  4. Collaborate with various platform sites to streamline client data management and transaction processing.

This role requires a strong background in financial services, excellent IT skills, and proficiency in Microsoft Office. If you're looking to advance your career in paraplanning, we invite you to apply for this exciting opportunity.



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