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MI Search Ltd
,
Birmingham, West Midlands
Technical Paraplanner - Birmingham - Salary to £45k, benefits and discretionary bonus
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Our client who are one the UK's largest and most prestigious Investment Managers / Financial Planners are currently seeking an experienced Paraplanner to work in their Birmingham office. Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients, our client specialises in complex / sophisticated advice. In addition to attending client meetings you will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved. You must have strong tax, trusts and pensions knowledge, have paraplanning experience and be CII Level 4 Diploma qualified (or equivalent). Basic salary up to £45,000, excellent benefits and generous discretionary bonus scheme