Paraplanner
- Recruiter
- IPS Group
- Location
- Birmingham
- Posted
- 21 Mar 2018
- Closes
- 21 Apr 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
This large and very highly regarded national Financial Services specialist is looking to hire a Private Client Paraplanner to join their busy Birmingham financial planning team.
You will support the consultants by helping to maintain and develop client relationship, producing quotes, illustrations, compiling reports pre-meeting reports and data, and also working with the consultant with the research and creation of client suitability reports.
To be successful you will need to be able to demonstrate proven experience in a comparable paraplanning role gained within an IFA or equivalent environment, focused on provision of financial planning for private clients across pensions, investment and protection. You will also need to have achieved the Certificate in Financial Planning (or equivalent qualification), and making substantial progress towards completing the Diploma in Financial Planning (or equivalent).