Paraplanner (Wealth Management) Progression
Birmingham East (Onsite)
£30,000 to £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study Support
Are you a Paraplanner, Level 4 Qualified or wanting to complete your studies, working in wealth management and learning from different advisors to develop your career?
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 suitability reports, cash flow analysis, 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, IS...