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Paraplanner - Leading Financial Planning Firm

Posted 5 February by Accountancy Divisions Limited Easy Apply Ended

Paraplanner - Leading Financial Planning Firm

£42,000 - £50,000


Financial Divisions is currently working with a well renowned financial planning business with strong links to a leading Accountancy firm providing high levels of business and subsequent growth of the firm. Due to this growth, the firm is looking to recruit a qualified Paraplanner for their Birmingham location.

As Paraplanner you will work closely with the firm’s Financial Consultants and will be responsible for producing suitability reports and technical support across a holistic range of financial planning services on a whole of market basis. This will include Pensions, Investments, Trust, Tax Planning and other areas of work. You will work closely with the Financial Consultants and will sit in on client meetings and liaise with clients regarding the services the firm will provide them. There is strong scope to progress to Financial Consultant in the future and the firm actively support any further qualifications you feel will benefit you and the firm.

As Paraplanner you will have worked in a paraplanning support role previously within an IFA or Wealth Management firm and have strong knowledge of pensions, investments and trust products. You will have the ability to communicate well with clients and respond to issues. The minimum level of qualification required is Level 4 diploma, although if you have completed any Advanced Diploma Level 6 papers this will be view upon favourably.

Please send your CV to Mark Flannery at Financial Divisions

Reference: 34396878

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