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| Job Location | Solihull |
| Education | Not Mentioned |
| Salary | £28,000 - £35,000 per annum, negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Job Title: ParaplannerSalary: £28,000 - £35,000Location: 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 Diploma Qualified and wants to test their technical knowledge in a senior position within an established Financial Planning Firm.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