Paraplanner

  • Location

    Birmingham

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

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

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3789_1655814869

  • Published:

    12 days ago

  • Expiry date:

    2022-07-21

  • Consultant:

    David Everingham

Paraplanner - National Investment Management Organisation - Salary to £45,000 plus first class benefits package and Bonus

Our client are a global financial services organisation who provide a truly holistic financial planning and Investment Management services to their HNW and UHNW clients.

Due to huge growth and increased demand for their services, an exciting opportunity has arisen for an experienced Paraplanner to join their existing team and provide vital support to the firms Wealth Planners in Birmingham. Candidates must be well versed in conducting in depth research and producing high quality and detailed reports for a HNW clientele who you will have regular contact with.

The successful candidate will ideally be qualified to DipPFS leve as a minimum and will be comfortable dealing with HNW clients, both on the phone and face to face.

In return you will be rewarded with an excellent salary and benefits package (10% pension, good bonus), along with the unique opportunity to progress your career within one of the leading names in the Wealth Management industry.