Paraplanner - Leading National IFA Business

MB Fitzgerald
09 Feb 2017
09 Mar 2017
Contract Type
Full Time

A leading Independent Financial Adviser organisation with offices across the UK currently seeks to recruit an experienced Paraplanner to join their Birmingham office.

You will be working within an established team of Paraplanners that provide technical support to a number of Senior Financial Planners covering the Midlands. You will be a main point of contact for an established HNW client bank therefore enabling the Advisors to concentrate on developing new Business. Other duties will include; report writing, fund research, producing fact finds ect. You will be supported by a dedicated Administration team who will take away the basic tasks, allowing you to focus on the Technical aspects of the role.

To be considered for this opportunity you must hold the Certificate in Financial Planning and will ideally be working towards attaining your full Diploma status.

You will be joining a forward thinking and dynamic organisation that will offer excellent opportunities for progression in the future. Full study support is provided to Diploma level and beyond.