Private Client Senior Paraplanner – Boutique IFA – Birmingham

Sagar Wright Ltd
West Midlands
09 Jan 2018
09 Feb 2018
Contract Type
Full Time
I am currently working on behalf of a highly successful and Boutique HNW IFA practice. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join their Birmingham office supporting their growing client bank by working with leading Advisers utilising your technical knowledge. Supporting a small number of IFAs within the practice you will be responsible for providing full technical assistance to the Adviser team including: Attending meetings with your Advisers and their High Net Worth clients. Undertake whole of market research both on your own and with others. Writing bespoke client reports. Undertake technical analysis including fund analysis and product comparisons. Acting as first point of contact on a day to day contact with HNW clients The successful applicant will: Have at least 2-3 years direct Paraplanning experience within a Financial Planning environment. Be Level 4 qualified as a minimum through the CII, CISI or IFS. AFPC is desirable. Be confident dealing with HNW clients and looking to work for a true Financial Planning practice. In return you will receive: A highly competitive basic salary £40,000 - £45,000 (DOE) An unrivalled benefits package. Industry leading study support from senior members of the business and external training providers. Should you have the specific industry experience required as detailed above and wish to be considered for the role, please forward your CV including full salary details or call 0113 234 0500 for more information. As a specialist Financial Planning search firm, operating nationwide since 1999, we are currently working with a number of leading IFA, Wealth Management and Corporate Financial Planning Practices who are always open to welcoming on board experienced, top quality employees at all levels who can add real value to their businesses. If you do have experience working within a Financial Planning environment and are looking to consider what options are currently available to you; please do feel free to get in touch for a strictly confidential conversation on the above number.