Senior Paraplanner - CF30 - Leading Chartered Financial Planners - Sutton Coldfield - Competitive Salary and benefits package - Start date to be determined, possibly January 2021
MB Fitzgerald are working with a leading firm of Chartered Financial Planners in Sutton Coldfield to recruit for a Senior, Experienced Paraplanner to work alongside their Managing Director on a one to one basis.
You will be helping the MD to manage their existing client base by writing bespoke suitability reports and researching suitable funds for their clients. You will regularly sit in on client meetings and act as a point of contact for clients on day to day matters, sometimes providing advice. As a Senior member of the team, you may be asked to help out with less experienced or new team members.
You will be joining one of the UK's leading Financial Planning organisations and working with very interesting HNW individuals. As the company grows there will be opportunities to progress and full support will be provided for further study.
Candidates MUST be experienced Paraplanners from an IFA, restricted or tied background and should be Chartered or within 1 or 2 exams. Those who have experience with cash flow modelling will be preferred as the business use this with their clients regularly.
You will be provided with a generous salary and benefits package and the chance to progress within a professional, well organised firm of Financial Planners.