- Matched pension + NI employer contributions
- Critical Illness & Life Cover
- Annual bonus
- Are you an experienced Paraplanner seeking an exciting opportunity with a dynamic financial services team? This is a great opportunity to join a growing lifestyle Financial Planning firm based in Edgbaston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment and protection advice.
- Conduct thorough analysis of clients' financial situations, including income, expenses, assets, and liabilities.
- Produce tailored, bespoke financial planning reports for new business cases, annual reviews, withdrawals, and ad-hoc client needs.
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Paraplanner Flexible working - Birmingham, United Kingdom - Heat Recruitment Ltd
Description
Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote)* 26 days holiday + bank holidays + increasing entitlement with LOS
Work closely with financial advisors to understand client needs and tailor financial plans accordingly.
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