Reed Financial Services are representing a Chartered firm of Independent Financial Planners.
Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.
A working knowledge of pre and post retirement planning, investments and taxation is key to this role.
This role is for you if you are an IFA Administrator looking for a new challenge.
With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
Superb opportunities for ambitious, experienced Financial Planners, offering basic salaries into six figures and generous benefits and bonuses:
The Financial Planning market in Birmingham seems to be thriving at the moment and I am currently working closely with two key players who have identified it as a high-growth region are looking to recruit new talent to their teams.
A Global firm but somewhat of a 'hidden gem' of the industry.
A chartered firm of IFA's is now seeking to appoint a Junior Paraplanner/Sales Support to work with and support a Chartered Financial Planner.
Junior Paraplanner/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports.
Our client is a highly successful financial services company, who are looking to grow their expert team of Protection Advisors.
The Protection Advisors work on an advised basis and you will be establishing customer need and providing expert advice to achieve sales of protection products.
This is an Employed role with the chance to work 100% remotely.
With a strong focus on quality and customer satisfaction, we are seeking a talented Finance Director / CFO to lead their financial strategy and contribute to their continued success.
Our client is a dynamic and rapidly growing property development business based in the heart of Birmingham.
They are committed to creating innovative and sustainable development projects.
We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry.
This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.