Paraplanner - Leading National Wealth & Investment Management organisation - Candidates must be level 4 qualified or within 1 exam.
MB Fitzgerald recruitment are currently working with a leading National Wealth Management organisation to recruit an experienced Paraplanner to join their team in Birmingham. This company are a true market leader and have won many awards over the years. They have over 50 offices and manage nearly £25 Billion of client funds.
As a Paraplanner your role will be to support the Financial Planners with report writing and fund research, allowing them to concentrate on developing business. You will act as a technical point of contact for them and their clients, often sitting in on client meetings.
The role is a great opportunity for a candidate currently in a Paraplanner role looking to step into a more involved position at a larger company. The company will fully support your professional development including financial support for qualifications. There will be plenty of opportunities to progress within one of the UK's best known Wealth Managers
Salary on this position is around £35,000 but negotiable depending on experience and qualifications. You will also receive 26 days holiday, a company pension, Protection a bonus and other flexible company benefits.