Senior Paraplanner
Salary
40,000 - 50,000
Location
Birmingham
Job Type
Full Time
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I am pleased to be working on an excellent opportunity for an experienced Paraplanner to join a successful Chartered Financial Planning practice who work with HNW clients across the West Midlands area.
The business is experiencing a strong flow of client referrals due to the strong long-term relationships held with accountancy firms and a reputation for offering quality holistic advice to clients within the medical professions. As a result of their continued success, they are looking to bring an experienced paraplanner into the heart of their business to work closely with the advice team throughout the planning process.
The additional support will allow the business to offer consistently high levels of service to a growing client base. This is a technical role, where you will have a varied and interesting working day. You will be a valued point of contact for their clients and involved throughout the process starting with sitting in on client meetings where appropriate.
What’s in it for you?
¥A secure and increasing income where you will be rewarded for your input into the business.
¥A position where you will feel valued by clients and the business alike, not just another number.
¥The chance to be involved in the ongoing improvements within the business, whether that is implementing new systems or a focus on streamlining their process this is a firm that is continually looking to move forward, embracing new technologies where appropriate.
¥Working in a well-respected firm alongside a Chartered Financial planner with HNW clients
What they are looking for?
¥Level 4 Diploma in financial planning.
¥A commitment to achieving the best possible outcome for their clients.
¥A high level of technical ability and confidence throughout the financial planning process.
¥Working experience of Cash Flow Modelling and relevant products including SIPP, VCT and EIS
¥A focus on producing quality output with a strong attention to detail.
If you are interested in learning more about this opportunity please email Russell Davies – [email protected], call my direct line on 0117 9450450 or WhatsApp me on 07399163961 if you would like to have a quick confidential chat!
Quote Ref 12935
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