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| Job Location | Solihull |
| Education | Not Mentioned |
| Salary | £22,000 - £26,000 per annum, negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Job Title: IFA Admin / Junior ParaplannerSalary: £22,000 - £26,000Location: SolihullA fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based South of Birmingham and specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions, Investments, Protection, IHT, and some corporate advice. All of this is using the latest technology to add to their service along with extras like cash-flow modelling.They have a good reputation within the marketplace and the firm’s Financial Planners are supported by the technical back office team. This role would suit someone who is working towards their Level 4 Diploma and has some experience within a wealth management or financial planning business previously. There is further training available and you would be part of a back office team, so someone who is a quick learner and can build on their existing Wealth Management knowledge would be suited to this.This role would involve supporting the firms financial planners with suitability report writing, fact finding, risk profiling and being involved with some client meetings, so if you want to hear more then get in touch.The Required Skills:
Keyskills :
Financial Planning Financial Services Paraplanning Rept Writing Wealth Management