Paraplanner – Leading Wealth Management Firm
other jobs Katie Bard (Angela Mortimer Plc)
Added before 6 Days
- England,West Midlands,Birmingham
- Full Time, Permanent
- £30,000 - £50,000 per annum
Job Description:
Full job descriptionWe are currently looking for a bright and experienced Paraplanner seeking a new opportunity with a well-established, prestigious company based near Birmingham City Centre.
Supporting the wider team, you will help build, maintain, and develop relationships with key stakeholders while providing an exceptional level of service. This is an exciting opportunity, as we are not just looking for a Paraplanner—we are looking for someone with the skills, drive, and ambition to get involved in a range of exciting projects.
The ideal candidate will have:
*Previous experience in a Paraplanner or IFA role.
*A Financial Planning Level 4 Diploma (or equivalent).
*Excellent communication skills.
*A strong understanding of relevant legislative and regulatory requirements.
For further information about this role, please contact Kieran at Katie Bard on 0121_633_4443, or apply now to be considered.
Supporting the wider team, you will help build, maintain, and develop relationships with key stakeholders while providing an exceptional level of service. This is an exciting opportunity, as we are not just looking for a Paraplanner—we are looking for someone with the skills, drive, and ambition to get involved in a range of exciting projects.
The ideal candidate will have:
*Previous experience in a Paraplanner or IFA role.
*A Financial Planning Level 4 Diploma (or equivalent).
*Excellent communication skills.
*A strong understanding of relevant legislative and regulatory requirements.
For further information about this role, please contact Kieran at Katie Bard on 0121_633_4443, or apply now to be considered.
Job number 3920052
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Company Details:
Katie Bard (Angela Mortimer Plc)
Company size: 50–99 employees
Industry: Admin, Secretarial
Katie Bard and the Angela Mortimer group are one of the foremost quality office recruitment consultancies in the UK, with over 40 years recruitment ex...