Paraplanner - Top Wealth Management IFA,

Astral Recruitment ,
Birmingham, West Midlands
More Details
Job Type: Full-time
Salary: £30,000 per annum

Overview

Our client is a succesasful National IFA firm and they are currently looking for an experienced Paraplanner to join their team in Wolverhampton The purpose of this role is to provide paraplanning support to a team of Financial Advisers Key responsibilities Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed. Undertake quotes using relevant in-house platforms or request quotes from external providers. Undertake the necessary research and analysis, including: Fund analysis Product comparison Product analysis Fund research Charges analysis Compile suitability reports We are look Financial Planning Diploma Qualified (or equivalent professional qualification). Demonstrable paraplanning experience. Base circa £30-35000 plus beenfits For more info please contact Jason Webber at Astral Recruitment

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