Award Winning Paraplanner

3 weeks ago


Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time
Pinstripe Personnel is seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our Financial Planning Professionals in delivering exceptional service to our clients.

Responsibilities include:
  • Assisting Financial Planning Professionals in developing and implementing financial plans
  • Conducting research and analysis on market trends and investment opportunities
  • Preparing detailed reports and presentations for clients and stakeholders
  • Maintaining accurate records and databases


Requirements:
  • Minimum 3 years of experience in financial services or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team


The successful candidate will be offered a competitive salary, bonuses, and opportunities for professional development. We offer a flexible and supportive work environment, with regular feedback and coaching.

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