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Paraplanner

  • Location:

    Birmingham

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £35000 - £45000 per annum + hybrid working, market leading benefits

  • Contact:

    David Elders

  • Contact email:

    david.elders@search.co.uk

  • Job ref:

    BBBH88450_1651075544

  • Published:

    26 days ago

  • Expiry date:

    2022-05-18

  • Start date:

    Negotiable

  • Consultant:

    David Elders

Paraplanner
Birmingham
£35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits package, bonus, hybrid home/office working

My client, a boutique Financial Planning organisation based in the city centre of Birmingham is looking for a Paraplanner to join their organisation.

Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the Financial Planners within the business.
The successful applicant will ideally be Diploma level 4 qualified as a minimum and you will be given full support to obtain your qualifications up to Chartered by the firm should you wish

The main responsibilities within the role include providing accurate and compliant reports, producing cash flow models, on-going monitoring of recommended structures and providers, working closely with the Investment Director and the Investment Committee in relation to investment funds and developing the technical knowledge of the other support staff.

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in an exciting and fast paced environment and receive a market leading salary package. You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.