Senior Paraplanner/Technical/Research Analyst, Financial Services, Solihull
Our client, a dynamic independent company, is based in character offices in Solihull and specialise in life retirement planning, pension transfers and investments. They provide a holistic style of advice, have a strong and expanding client base and are very well respected within the industry.
Due to expansion, they are seeking a Paraplanner/Technical Analyst to join their team. The role involves working closely with the Advisers (Chartered) to research and analyse financial product suitability for individual client portfolios. You will liaise closely with product providers to create analytic reports on clients existing investments and pensions and keep abreast of new products and developments in the industry which might affect client portfolios.
You will need a few years experience in a similar role within an IFA and ideally hold Diploma Level 4 (or be close to achieving it).
If you have bags of initiative and enjoy being a truly valued part of a small and growing team, making a real difference to your clients lives and futures in a positive and nurturing environment, then this would be a great career move.