Our client is a well respected firm of Financial Planners with offices across the West Midlands. They now require an experienced Paraplanner to support consultants providing financial planning advice across investment management, life insurance, corporate pensions and tax planning for an extremely High Net Worth client portfolio.
As a technical Paraplanner, you will be assisted by a team of administrators in providing technical advice to several HNW Advisors.The role will include research, preparing suitability letters, annual reports and making recommendations for client meetings.
To be considered for this role you will be a motivated Paraplanner with a strong knowledge of the pensions market. You will also be qualified to a Diploma level as a minimum. Any previous or existing experience and knowledge within the pensions market will be extremely advantageous, as would the G60 or AF3 exams. An excellent opportunity to work within a forward thinking and well respected establishment.