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| Job Location | Solihull |
| Education | Not Mentioned |
| Salary | 35,000 - 45,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Paraplanner Solihull Salary up to £38,000NJR are currently working with a well established Chartered Financial Planning Practice based in the Birmingham area,who due to their ongoing growth is seeking a Paraplanner to join their team.This is a great opportunity for an industry experienced Candidate who is technically minded, and has first class report writing, and client care skills. As a result of ongoing progression the incumbent will be responsible for;General Tech support for AdvisersHNW Client portfolio valuation reportsBespoke Client ReportsFactFind managementCapacity for Loss assessmentClient Risk reviewsAttend Adviser client meetingsClient meeting follow upPreparing illustrationsPreparing recommendation lettersPension Transfer analysisCash Flow planningThe successfully applicant will have previous experience working for an IFA Practice with knowledge of Pension transfers. You will be either full/part DipPFS Level 4 qualified with solid IT Skills (Word & Excel) as well excellent communications skills.Our Client is looking for a self-motivated, driven and passionate individual, who can come in a hit the ground running whilst delivering a high degree of professionalism.For more information please contact one of our specialist consultants quoting REF: NJR13136
Keyskills :
InvestmentsPensions