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Job description

Our client is a national firm of Financial Advisers with offices in central Birmingham who provide high quality financial planning and wealth management.

As part of their ongoing growth plan they are seeking a Paraplanner to join a supportive support team.

Responsibilities include performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.

The ideal candidate would be a Paraplanner with experience. It is essential to have level 4 diploma.

On offer is a competitive salary and great benefits package. The role will be homebased with occasional travel to their central Birmingham office.

Interviews will be taking place shortly.

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