Paraplanner
1 week ago
Paraplanner role for client focused Advisory firm.
Established company with excellent reputation
**About Our Client**
A successful financial planning practice with an excellent reputation are looking to recruit Paraplanner to join their team in Sutton Coldfield.
- Provide research and analysis for a range of Financial Planning, Retirement and Investment services
- Liaising with providers and third parties to obtain performance information
- Client needs analysis
- Maintain regular contact with investment analysis specialists
- Produce suitability reports to illustrate client objectives and recommendations
- Ensure compliance guidelines are met
**The successful Applicant**
- Will have an interest in furthering their industry and role led knowledge
- Suitable backgrounds include Paraplanner, Technical Analyst, Financial Planning Technician
- Diploma level 4 preferred
- Have an understanding of financial regulation set by FCA
- High level of attention to detail
- Excellent communication skills with the ability to work with people at all levels
**What’s on offer**
Salary to £35,000 - £45,000
Options available for full time, part time, fixed term, permanent, work from home, work from office
Benefits package
Very good career development and progression available within the firm
- Your contact for this vacancy is Keith Enright
Thomas George Selection
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