Succession Wealth is seeking a Paraplanner to provide support for its Financial Planners in Birmingham. The role involves researching and preparing compliant recommendations while ensuring excellent client service.
A minimum of 2 years in Paraplanning and CII Level 4 are required. In addition, strong communication skills and a comprehensive understanding of investment products are essential for this role. The position offers a competitive salary and a wide range of benefits, fostering a balance between work and personal life.
#J-18808-LjbffrHybrid Paraplanner: Research, Reports & Client Impact in Birmingham employer: Succession Wealth
At Succession Wealth, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and client engagement. Our Plymouth office provides a welcoming environment with on-site parking, ensuring convenience for our staff. We are committed to employee growth, providing opportunities for professional development while fostering a meaningful and rewarding workplace experience.
