A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area.
The successful candidate will be required to provide technical support to advisers in the client advice process in accordance with compliance procedures and regulatory requirements.
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.
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.
Paraplanner - Solihull, hybrid (1 day per week in office minimum)
£30,000 to £40,000 plus company benefits and discretionary bonus.
MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager.
We are looking for a Paraplanner with a minimum of 2 years on the job experience that is Diploma qualified.
Bond Recruitment is currently recruiting for an experienced freelance/ self-employed Paraplanner on behalf of our client, our privately owned outsourced Paraplanning firm based in Birmingham.
As a Paraplanner, you will provide technical planning support to their financial advisers.
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.
This will include researching, preparing suitability letters and annual reports and making recommendations for client meetings.