This Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and drafting suitability reports.
The Paraplanner will need to have a strong understanding of pre and post-retirement planning, investments, and taxation.
NJR Recruitment are partnered with a well establish Chartered financial planning firm who are currently looking for a Technical Sales Support /Paraplanner to assist their Financial Planner in providing expert guidance to their clients.
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.
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.
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.
Reed Financial Services are representing a Chartered firm of Independent Financial Planners.
Black Country Women's Aid (BCWA) is an established charity working across the Black Country and wider West Midlands providing accommodation and community support services to victims of domestic abuse, sexual abuse and human trafficking.
Black Country Women's Aid (BCWA) is an established charity working across the Black Country and wider West Midlands providing accommodation and community support services to victims of domestic abuse, sexual abuse and human trafficking.
Posted by Black Country Women's Aid • £26K/yr to £28K/yr
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Black Country Women's Aid
Black Country Women's Aid (BCWA) is an established charity working across the Black Country and wider West Midlands providing accommodation and community support services to victims of domestic abuse, sexual abuse and human trafficking.