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?
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
This is a fantastic opportunity for an experienced Paraplanner to join their paraplanning team and provide day-to-day product and technical support to the business and the advisers.
We're assisting a forward-thinking Financial Planning firm near Milton Keynes where the employees enjoy being part of a fantastic, long-established team.
The firm in the last few years has experienced great success and is looking to continue growing over the coming years.