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Paraplanner

  • Salary: £32000 - £40000 per annum + benefits package
  • Location: Solihull, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    24 Jul 2020
  • Job reference: 34331

A Chartered IFA firm based in Solihull, currently seeking a highly skilled Paraplanner to join its team.

This firm has grown to become one of the most respected names in the area. Offering a holistic advice service to doctors.

You will play a pivotal role in supporting Advisers, undertaking research, both independently and in conjunction with the Advisers, to identify suitable products to meet the clients' needs. Preparing and producing clear and concise recommendation reports and suitability letters, as well as ensuring that all client information and files remain compliant will be a key part of your job.

You will also lead the firms projects, including migration of new back office system, building new processes and procedures and working closely with the Directors to deliver change.

You will be an experienced Paraplanner with a passion for projects and operational change, and ideally you will be diploma qualified, however, experience/ knowledge is more important. The firm offer training, qualification support, and a competitive salary/benefits.








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