Paraplanner - National Financial Planners

MB Fitzgerald
£30,000 per annum
13 Mar 2018
25 Apr 2018
Contract Type
Full Time

Our client is a National Financial Planning organisation with offices across the UK. Their current requirement is for an experienced Paraplanner to join the busy team in central Birmingham

You will be an experienced Paraplanner within the team and your role will be to support two Financial Planning Consultants based in the office. You will be required to produce suitability reports, conduct fund research, produce fact finds, attend client meetings where required and regularly liaise with Investment Managers & Insurers.

You will be supported by both a Junior Paraplanner and an administration team who will undertake the majority of the basic admin, therefore maximising your time spent with the Consultant and undertaking technical Paraplanner tasks.

You will be joining a forward thinking organisation with offices across the UK, they will offer excellent progression as well as support to attain the Diploma/Chartered status in Financial Planning.

Package details Below:

  • 1% employee / 4 % employer pension
  • DIS x 4
  • Critical Illness
  • PHI
  • PMI after probation
  • 25 days holiday, rising to 28 over 5 years