Junior Paraplanner (Wealth Management) Study Support
Location: Birmingham East (Onsite)
Salary: £30,000 to £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study Support
Are you a Junior Paraplanner currently working in wealth management wanting to complete your diploma and grow your career in a growing business with a wide range of services?
Do you want the opportunity to expand your paraplanning expertise, complete your diploma with study support, be part of a close-knit team and business growing with the opportunity for further progression and even chartership?
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.
Responsibilities:
1. Assist financial advisers with data entry, submitting applications, drafting suitability reports, cash flow analysis, conducting research, and client administration.
2. Provide paraplanning support for advisors.
3. Ensure all compliance standards are met.
The Ideal Candidate:
1. Working in wealth management.
2. Hold or want to complete CII Financial Planning Diploma.
3. Experience in pensions, ISA, trusts, mortgage protection, and investments.
4. Team player who is within a commutable distance to Birmingham East.
Keywords: Paraplanner, junior paraplanner, financial advisory, suitability reports, cash flow analysis, clients, Level 4 Qualified or part qualified, Pension, ISA, Data, Birmingham East.
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. #J-18808-Ljbffr