If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
Posted by Anderson Recruitment Ltd • £20K/yr to £50K/yr
They currently have a vacancy for a Paraplanner to join their growing team based in Gloucester.
Our client is a highly respected, privately owned firm of Chartered Financial Planners who provide market-leading wealth solutions.
This is an excellent and rare opportunity to join a company who pride themselves on offering a first-class service to their clients and their staff too!
We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.
Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.
We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham.
Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach.