Jobs

    Paraplanner Flexible working - Castle Bromwich, West Midlands, United Kingdom - Heat Recruitment Ltd

    Heat Recruitment Ltd
    Heat Recruitment Ltd Castle Bromwich, West Midlands, United Kingdom

    1 week ago

    Default job background
    Description

    If you're looking for a challenging role that offers room for personal and professional growth, we want to hear from you.

    This role is with a well-established and highly respected financial advisory company, committed to providing clients with top-tier wealth management solutions.

    They are dedicated to delivering personalised, client-centric financial services that help individuals achieve their financial goals.

    Conduct in-depth research on client profiles, financial products, and market trends to support our advisors in creating tailored financial strategies.

    Prepare financial reports, cash flow forecasts, and investment portfolio analyses to assist in the development of comprehensive financial plans.

    Produce clear, concise, and compliant client reports outlining recommended financial strategies and investment solutions.
    To excel in this role, the ideal candidate should possess the following qualifications and skills:


    Relevant Qualifications:
    Diploma in Financial Planning or equivalent qualifications (e

    g, Experience:
    Proven experience as a Paraplanner in a financial advisory setting.

    Technical Proficiency:
    Familiarity with financial planning software and tools.
    Competitive salary
    Opportunity to build your career within wealth management
    Detailed training and development program
    Social events
    Hybrid working approach
    Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

    Synonyms:
    IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
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