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Experienced Paraplanner

Posted 1 February by Exchange Street Financial Services Easy Apply Ended

Our client is a national wealth management business that has been extremely acquisitive in recent years. They have a new vacancy in Birmingham for a Paraplanner to join their established team.

The role will entail working as part of a technical support team responsible for all fact find reviews, product research and analysis and the compilation of suitability reports.

Candidates must have the Diploma in Financial Planning (no application can proceed without this) and experience of working with Avelo, Voyant and platforms will be viewed favourably.

On offer is a competitive salary plus an extensive benefits package and discretionary annual bonus scheme.

Required skills

  • Financial Planning

Reference: 33794833

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