MB Fitzgerald Recruitment are currently working with a well-established, boutique firm of Financial Planners in Edgbaston who are looking to hire an experienced Paraplanner to work alongside their Director on a one-to-one basis. The company have a specialist market with a
You will be working closely with the Director and their clients, helping to prepare detailed, lifestyle financial plans using cashflow modelling as well as carrying out technical research, analysis and product sourcing - including more complex products such as EIS, VCT, SIPP, and various Estate Planning solutions on a whole of market basis. You will be responsible for ensuring that all non-client facing tasks are completed including writing detailed reports outlining all recommendations and the research behind them.
You'll be supported by an experienced Administration team who will take over the more basic tasks but it will be your responsibility to collate the work and ensure it is completed in a timely manner.
Candidates must be experienced Paraplanners and should be Diploma Qualified as a minimum. Those who have already studied towards, or achieved Chartered status will be at an advantage. You should have an excellent technical knowledge and communication skills.
Salary is negotiable depending on experience and qualifications - £35K to £50K plus up to 10% Bonus and Benefits.