A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.
My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection.
This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed environment with client-centric approach.
Duties include -
- Support Financial Planners with preparing client reviews and meetings
- Provide research for client cases
- Preparing client paperwork including suitability reports
- Liaise with providers
- Additional administration and client coordination duties may be required
Candidate requirements -
- Experience in a similar role providing Paraplanner support on behalf of a Financial Adviser / Planner
- Industry qualifications are preferred although not essential with relevant experience
- Knowledge of advice cases including investments and pensions
- The ability to work independently and as part of a small team
- A friendly approach when dealing with clients and colleagues
- An appreciation for the regulatory requirement with financial planning and advice
On offer -
- A attractive alary dependent on experience
- Friendly, supportive and trusting working environment
- On site parking for days in the office
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