Paraplanner - Opportunity to progress into a Financial Advisor
24 Days Old
Paraplanner
Annual Salary: £30,000 - £45,000 (depending on experience and qualifications)
Location: North west Birmingham
Job Type: Full-time - Office based
Join a prestigious financial planning firm, known for integrating Life Planning and Coaching into their services. They are seeking a Paraplanner who is not only skilled but also genuinely nice, as they pride themselves on a supportive and friendly work environment.
They pride themselves on being a supportive and understanding company, especially during challenging times. They recognise the importance of family commitments and offer flexibility when needed. In return, they value and expect loyalty, honesty, and mutual respect.
Day-to-day of the role:
Attend all client review meetings, preparing financial planning strategies, cashflow modelling, and report construction.
Maintain close client contact to ensure the highest possible standard of service.
Play a key role in the business by suggesting improvements and refinements to their proposition.
Manage a portfolio of clients jointly with advisers, being the primary point of contact.
Prepare and execute high-worth investment transactions.
Work collaboratively with other paraplanners and advisers to create and implement effective pro...
- Location:
- Birmingham
- Salary:
- £30,000 - £45,000 per annum, Inc benefits
- Job Type:
- FullTime
- Category:
- Accounting & Finance