Paraplanner — Elevate Client-Centric Financial Planning in Birmingham

A leading financial services firm in Birmingham is seeking competent IFA administrators to support Financial Planners in delivering comprehensive financial suitability reports. The role involves discussing client objectives and ensuring compliance with company policies. Candidates should have experience in financial planning and be capable of preparing tax calculations. This position offers a valuable opportunity to make a positive difference in clients\’ lives. #J-18808-Ljbffr