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Permanent

Paraplanner

Birmingham
money-bag 40000.00-40000.00 Annual
3086849949
Posted Yesterday

Recruit Wealth are delighted to be representing one of the UK''s most recognised and highly respected national Financial Planning and Wealth Management names.Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people''s lives by helping clients achieve financial security and live the life they want and deserve.With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams and offices.The OpportunityThis is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process.Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice.Your responsibilities will include:Working alongside Financial Planners to understand client objectives and financial planning needsAssisting in gathering and analysing client information to build a complete financial pic

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