Senior Paraplanner - Leading Investment Managers

  • Location

    Birmingham, West Midlands, W. Midlands, England

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £38000 - £50000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1022_1568124304

  • Published:

    over 1 year ago

  • Expiry date:

    2019-10-10

  • Consultant:

    #

Our client are the Financial Planning Division of a National Investment Management Organisation that currently seek to recruit a Senior Paraplanner to join their well established team..

Based from their offices in Birmingham city centre, you will be required to provide technical support to a team of Financial Advisers on a daily basis along with the rest of the team. As a Senior Paraplanner, you will also assist other members of the Paraplanning and support team with their work by providing technical guidance.

  • The role will focus on providing technical Paraplanning support to the Chartered Financial Planners; report writing, research etc
  • Assistance with the Director with regards to induction, training and ongoing development of new and existing Paraplanners and Financial Planning Administrators; including report checking.
  • Involvement with project work as and when required
  • Providing an alternative first point contact for Paraplanners
  • Practice workload management and oversight, referring to Technical Manager if wider considerations for support are needed

This is an ideal opportunity for an exceptional Paraplanner to join a market leading financial services institution. The company will assist with your career progression and opportunities will arise to progress in a technical, managerial or potentially advisory capacity.

Package on offer will be negotiable depending on experience and qualifications. The company are known for paying generous bonuses of up to 20% of salary and they have an exceptional Benefits package