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Senior Paraplanner - Excellent local IFA & Wealth Manager Base to £45k

Posted 5 January by Resource Matters Ended

Senior Paraplanner, Bromsgrove, Career progression, excellent benefits, nice atmosphere

Our client is a leading West Midlands based IFA and they are looking to expand their team of technical paraplanners

They are looking for several experienced Paraplanners at all levels to join their prestigious offices in Bromsgrove. The role will be working in the Paraplanning team, using existing knowledge and experience to write suitability reports and conduct research as required to support recommendations.

Applicants should have strong current technical and product knowledge, including pensions. Awareness of markets and industry regulations are essential. Strong written and oral communication skills, including the ability to listen and follow instruction effectively are extremely important. Good planning and organising skills and being able to manage multiple tasks effectively are also essential to the role.

The ideal candidate will be an experienced Paraplanner, and will ideally hold or be working towards their Level 4 Diploma qualification.

The client offers

  • Competitive salary
  • Benefits package
  • Bonus
  • Career progression to Chartered Status if desired
  • Lovely working environment
  • Excellent managerial team.

Required skills

  • Investments
  • Paraplanning
  • Pensions
  • Sales Support

Reference: 34154455

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