Paraplanner - Wealth Management

  • Coast Specialist Recruitment
  • Dudley Rd, Birmingham B18 7QH, UK
  • Sep 14, 2019
Full time Banking Finance

Job Description

My client is a leading independent provider of discretionary wealth management. They specialise in helping clients protect and grow their wealth by creating plans and investment portfolios. Due to expansion, they are now seeking to add another Paraplanner to their firm in Birmingham.

As a Paraplanner, you will be expected to provide support to the Financial Planning Managers and liaise with the Administration Team daily. As well as processing new and existing business, you will constantly be on hand to assist with monitoring performance and ensure standards are always maintained.

About you:

  • Broad understanding of core Financial Planning Solutions
  • CII Level 4 Diploma in Regulated Financial Planning or working towards
  • Accuracy, numeracy and attention to detail
  • Ability to meet deadlines