Paraplanner - Birmingham
Our client is looking for a talented experienced Paraplanner to join their growing team. The Financial Planning Team provides regulated advice to clients and prospects on areas of business such as pension transfers, investment taxation and structure suitability.
This role requires someone that has a very strong understanding You must be comfortable working under pressure to meet deadlines, with strong analytical and quantitative skills and attentive to detail. You must the ability to use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential
Qualifications & Experience:
- University Graduate or equivalent combination of education/experience
- Level 4 Qualification - CCI Diploma in Financial Planning/ Regulated Financial Planning preferable.
- Currently a Paraplanner within a Wealth / Investment Management or experience in a supportive admin role within an IFA company
In return for your efforts, you will be rewarded with a basic salary, discretionary bonus and excellent benefits package.
Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.