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    Paraplanner Flexible working - Birmingham, United Kingdom - Heat Recruitment Ltd

    Heat Recruitment Ltd
    Heat Recruitment Ltd Birmingham, United Kingdom

    Found in: Jooble UK O C2 - 11 hours ago

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    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

    • 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.
    Join a company that prioritises employee engagement, performance improvement, and offers a friendly atmosphere with long-term progression opportunities
    Work closely with financial advisors to understand client needs and tailor financial plans accordingly.

    • 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.

    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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