Paraplanner (Client Facing)
This highly respected national wealth management firm who specialise in providing holistic financial advice to HNW clients and manage assets in excess of £20 billion are currently recruiting for an experienced Paraplanner to join its team in Birmingham.
In this role you will work closely with the local Financial Planners in providing true holistic wealth management solutions to HNW and UHNW clients. In addition to attending client meetings you will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
You must be an experienced paraplanner who is currently Diploma status (CII or equivalent) and keen to take further qualifications.
Full training and support is offered and staff are both encouraged and supported to undertake further study.
Basic salary to £40,000 plus bonus plus benefits.