Birmingham, West Midlands
Up to £40,000 Plus Benefits Including DIS, Childcare Vouchers, Future Share Incentive Scheme, Career Progression Opportunities
Our client is a financial planning advisory business with a well-established reputation within the industry. An excellent opportunity has now arisen for an experienced Paraplanner to join their team.
This is a fantastic opportunity for a paraplanning professional looking to develop their career with a successful company that has extensive links with the professional community.
As a Paraplanner, you will be responsible for providing a world-class service to customers.
Supporting our client’s exciting Succession Wealth Management (SWM) proposition, you’ll review, analyse and prepare compliant financial plans for customers in-line with the SWM Investment philosophy.
You will be supported by a dynamic Administration Team, enabling you to focus on providing the exceptional experience that customers deserve from working with a growing wealth management company.
To be considered for this role, you must have:
- At least three years’ paraplanning experience
- Experience of long term cash flow modelling, psychometric risk profiling and IHT mitigation and tax planning strategies
- In-depth pensions knowledge to AF3/G60 standard
- At a minimum, a level 4 qualification
Professional and self-motivated, as a Paraplanner, you must have excellent attention to detail, a highly organised approach and strong communication skills. Superb client-communication skills are also key.
To apply for the role of Paraplanner, please apply via the button shown.
This vacancy is being advertised by Web Recruit Ltd. The services advertised by Web Recruit Ltd are those of an Employment Agency.
Additional Keywords: Paraplanner, Financial Planner, Finance Administrator, Financial Planning Administrator, IFA Administrator, Financial Paraplanner, Finance, Financial, Paraplanning.