A well respected and influential Investment Management Organisation currently has a requirement for an experienced Paraplanner to join their established Financial Planning division in Birmingham.
Candidates must have the ability to be able to complete bespoke, compliant suitability reports and research the most suitable products for clients on behalf of Senior Financial Planners of whom you would be working closely with. Working under pressure and within tight deadlines is a necessity within this role.
Our client works solely with HNW individuals so a background of dealing with this type of client on a face to face basis would be considered an advantage. Candidates should be qualified to DipPFS level and be ready to embrace RDR mirroring the companies ethos. Full support for qualifications, study support will be offered along with a first class benefits package.
There will be plenty of opportunity to progress within the company who are well known for promoting from within where possible. Candidates will be offered a market leading salary and Benefits package as well as a generous Bonus of up to 20% of basic salary. This is an excellent opportunity to be an important team member within one of the UK's most dynamic and forward thinking businesses.