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Job Location | Birmingham |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
GMP Recruitment are proud to be partnered with a highly successful and ever-growing financial planning business located in Birmingham. We are currently supporting their recruitment for a Senior Paraplanner to join their team on a full time, permanent contract.The firm offers truly independent, holistic financial planning advice to company owners, HNWs and mass affluent clients.This position is working Monday - Friday 37 hours a week and you will be offered a salary up to £50,000 which is demonstrable with relevant experience.The ideal candidate will design and write coherent and logical reports using multiple resources to demonstrate the suitability of recommendations. You will work closely with advisers and may shadow the lead adviser in client meetings to understand clientneeds and financial planning solutions.We are looking for an individual who is Diploma qualified and ideally on the way to becoming chartered, with notable experience in a genuinely independent firm and proficiency with financial planning tools and systemsSenior Paraplanner main duties: