Paraplanner for Wealth Management | Client-Centric Planning
Paraplanner for Wealth Management | Client-Centric Planning

Paraplanner for Wealth Management | Client-Centric Planning

Full-Time No home office possible
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A leading financial services firm in Birmingham is seeking a skilled Paraplanner to join their team. The successful candidate will provide essential support to Senior Advisors, prepare suitability reports, conduct technical research, and ensure a positive client experience. Candidates should hold a Level 4 qualification in Financial Planning and demonstrate strong communication skills. This full-time position offers benefits like private medical insurance and pension contributions. #J-18808-Ljbffr

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Contact Detail:

Nelson Scott Recruiting Team

Paraplanner for Wealth Management | Client-Centric Planning
Nelson Scott

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