Paraplanner

  • Location

    Birmingham

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £32000 - £45000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3318_1638274011

  • Published:

    9 months ago

  • Expiry date:

    2021-12-30

  • Consultant:

    ConsultantDrop

Paraplanner - Birmingham city centre - Salary negotiable depending on experience

MB Fitzgerald Recruitment are currently working with the Financial Planning arm of a highly successful Chartered Accountancy practice who are looking to expand their team by adding an additional experienced Paraplanner.

This small team have been working together for around 5 years and although they are already well established, the business still has huge potential for growth and the demand for their services from clients of the Accountancy practice and referrals is higher than ever.

The role:

  • The candidate will be responsible for writing detailed client reports as well as assisting with the development and updating of templates which increase efficiency
  • Use of FE Analytics to research and compare funds
  • Cashflow modelling
  • Dynamic Planner
  • Research and compare tax lead investment solutions , Pensions, IHT efficient solutions etc
  • Build relationships with advisors and accountants

What we are looking for:

  • We are looking for an experienced Paraplanner, ideally from an Independent background
  • Candidates must have a minimum of 1 years' Paraplanning experience
  • Ideally you will be Diploma Qualified as a minimum, but those working towards this will be considered
  • Those with Advanced Diploma qualifications or exceptionally experienced Paraplanners, will be able to command a higher salary
  • Ideally you will have a strong knowledge of all financial services products

On offer:

  • On offer is a generous basic salary, up to around £40K but negotiable for those with more experience or advanced qualifications
  • An opportunity to have an integral role within a growing business from day one, offering plenty of opportunities for career advancement
  • Pension, option to purchase additional holiday, DIS