Financial Services Paraplanner
Kidderminster, Birmingham and Rugby Offices
£25,000 - £40,000+ ( Dependent Upon Experience )
A large Wealth Management / Independent Financial Adviser has vacancies for experienced Paraplanners. The role is to support and advise the Wealth Managers, understanding the real needs of the customer and construct a variety of options and giving information on any associated risks and implications.
You are also to prepare fully compliant reports for the Adviser's clients, supporting all recommendations made. Create and maintain a " Best Product" panel to be used in the recommendation process and be a supportive member of the client advising team.
You must have a minimum of 3 years Financial Services experience, have been or currently are a Paraplanner, be a minimum of Level 4, but preferably Diploma qualified.
In return you will benefit from a highly competitive package and work with an organisation values high quality advice.