Paraplanner / Report Writer
New Today
Paraplanner - Solihull, hybrid (2 days per week in office minimum
Salary from £35,000 to £38,000 plus company benefits and (£2-3K) discretionary bonus.
MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing team.
Why This Role?
Flexible Working: Embrace the balance of remote work with only 2 days per week required in the office for team meetings.
Competitive Salary: Earn £35-38K per annum, plus a discretionary bonus (of £2-3K) and benefits.
Career Progression: With ambitious plans to double in size over the next three years, our client offers numerous opportunities for growth and advancement. Our client does have experience in offering their staff a route into client facing positions, although they'd want you to remain as a Paraplanner for 2-3 years before doing this.
Key Responsibilities:
Drafting comprehensive and accurate financial planning suitability reports for a variety of client needs.
Collaborating closely with advisors to provide tailored financial solutions.
Conducting in-depth research and analysis to support client recommendations.
Ensuring compliance with industry regulations and company standards.
Prepare documentat...
- Location:
- Solihull
- Salary:
- £35,000 - £38,000 per annum
- Category:
- Accounting & Finance