Paraplanner

Recruiter
Clark James Head Office
Location
Birmingham
Salary
£33000 - £40000/annum Benefits including Pension
Posted
11 Apr 2018
Closes
21 Apr 2018
Contract Type
Full Time
An award winning and highly regarded Independent Financial Practice require an experienced and well-qualified Paraplanner

Based in very modern offices, this respected Financial Planning firm are keen to recruit a skilled individual to work alongside high producing Financial Planners who manage a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client’s current situation and the short, medium and long term financial options.

You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and also be involved in client meetings alongside your Adviser. You will produce bespoke reports that provide clear information for clients.

The successful applicant will ideally be Diploma Status but this is not essential. You will have in depth knowledge of Pensions, Investments allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive market analysis.

This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a leading firm.

Opportunities to move forwards within the group are available and as such can lead to operations & management.

A high basic salary alongside bonus and benefits are all available as is support for further industry qualifications and development

Please apply for an immediate response or call (Apply online only) or 07484929297 or 07484929298. Speak to Robert or Steve