Senior Paraplanner - Top National Financial Planning Organisation
MB Fitzgerald are working with a top National Financial Planning and Investment Management Organisation to recruit for a Senior, Experienced Paraplanner to join their busy team in Birmingham city centre.
You will be a key member of the team and will be relied upon to support Senior, Chartered Financial Planners by writing bespoke suitability reports and researching suitable funds for their clients. On occasions, you will also sit in on client meetings and act as a point of contact for clients on day to day matters. As a Senior member of the team, you may be asked to help out with less experienced or new team members.
You will be joining one of the UK's leading Financial Planning organisations at a very exciting time in their development. As the company grows there will be opportunities to progress and full support will be provided for further study towards Chartered or Fellowship status.
Candidates MUST be experienced Paraplanners from an IFA, restricted or tied background and should be Diploma Qualified as a very minimum. Those who have studied for Advanced Diploma qualifications will be at an advantage.
You will be provided with a generous salary and benefits package and the chance to progress within a professional, well organised firm of Financial Planners with offices across the UK. As a Senior Paraplanner, candidates will have a lot of contact with the Financial Planners and their clients so it is essential for you to be in the office for the majority of your time. However, for exceptional candidates it is possible that they will be offered the opportunity to work from home one day per week.