Back to search
Paraplanner (Wealth Management) Progression
Birmingham East (Onsite)
30,000 to 40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study Support
Are you a Paraplanner, Level 4 Qualified or wanting to complete your studies, working in wealth management and learning from different advisors to develop your career?
Do you want the opportunity to expand your paraplanning expertise, be part of a close-knit team and business growing in the next 5 years with support to complete your studies?
On offer is the opportunity to join a growing, developing wealth management business that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.
In this role you will assist the financial advisers. This will involve; data entry, submitting applications, drafting suitability reports, cash flow analysis, conducting research, and client administration. The business encourages promotions from within in the medium term. They will also support you with gaining any exams you may want to sit after a probationary period.
The ideal candidate be working in wealth management, hold or wanting to complete CII Financial Planning Diploma and wants to widen their industry knowledge. You will have experience in pensions, ISA, trusts, mortgage protection and investments and working closely as a team and closely with the advisors.
THE ROLE:
- Providing paraplanning support for advisors
- Suitability reports, research, cash flow analysis, presentation preparation.
- Ensuring all compliance standards are met.
THE PERSON:
- Paraplanner Level 4 Qualified or part qualified.
- Experience in wealth management
- Wanting study support to become fully chartered in next three to five years.
- Commutable distance to Birmingham East
- Team player
Key words: Administrator, Paraplanner, financial advisory, administration, clients, RO4, Pension, ISA, Data, Birmingham west.
Reference Number: BBBH17129P
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
