Paraplanner
Paraplanner Progression into Financial Advice Location: Birmingham City CentreSalary: Up to £50,000 DOEWorking Pattern: Hybrid - 2 days office-based, Tuesday and Wednesday Are you an experienced Paraplanner looking for a role that could eventually lead into Financial Advice? I m working with an established Wealth Management business in central Birmingham that is looking to hire a Paraplanner based on their experience, qualifications and long-term potential, rather than simply a fixed job description. This is a great opportunity for someone who enjoys Paraplanning but has their sights set on becoming a Financial Adviser in the future. The Role You ll work closely with experienced Financial Planners, supporting the advice process while developing your knowledge and experience. There will also be opportunities to shadow Advisers and attend client meetings, giving you genuine exposure to the advice side of the business. The role is hybrid, with Tuesday and Wednesday in the Birmingham office, with some flexibility required when meetings or shadowing opportunities take place. What We''re Looking For Experienced Paraplanning background Strong technical knowledge and attention to detail Relevant financial services qualifications Ambition to progress towards a Financial Adviser role Strong communication and relationship-building skills Someone who wants to develop rather than simply perform a set role What''s On Offer Salary up to £50,000, depending on experience, qualifications ..... full job details .....
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