Paraplanner (Wealth Management) Long Term Progression
Birmingham (Onsite)
£30,000 to £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study Support
Are you a Paraplanner, RO4 Qualified or wanting to complete your studies, worked in wealth management and learn from different advisors, with the real opportunity of progression in the medium term?
Do you want the opportunity to expand your paraplanning expertise, be part of a close-knit team and business growing in the next 5 years with support to complete your studies?
On offer is the opportunity to join a growing, developing wealth management business that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.
In this role you will assist the financial advisers. This will involve; data entry, submitting applications, drafting reports, conducting research, and client administration. The business encourages promotions from within in the medium term. They will also support you with gaining any exams you may want to sit after a probationary period.
The ideal candidate be working in wealth management, hold or wanting to complete CII Financial Planning Diploma and wants to widen their industry knowledge. You will have experience in pensions, ISA, trusts, mortgage protection and investments ...