Katie Bard & Angela Mortimer Plc seeks a proactive Paraplanner to join our Birmingham-based financial planning team. You will draft reports, build cashflow models, and prepare illustrations and planning documents for advisers and clients.
Collaborating with Advisers, you’ll enhance processes, maintain client relationships, and ensure compliance with regulatory requirements while delivering an exceptional client experience.
#J-18808-LjbffrParaplanner | Shape client outcomes in Financial Planning in Birmingham employer: Katie Bard (Angela Mortimer Plc)
Join a dynamic and supportive team at a leading UK-wide organisation, where your expertise as a Senior Payroll Specialist will be valued and recognised. With a hybrid working model that promotes work-life balance and a culture focused on employee development, you will have access to continuous growth opportunities while contributing to an outstanding employee experience. Located in the picturesque Stratford-upon-Avon, this role offers not just a job, but a chance to thrive in a collaborative environment that prioritises both professional and personal fulfilment.
Contact Details:
Katie Bard (Angela Mortimer Plc) Recruitment Team
