At a Glance
- Tasks: Support a Senior Financial Planner and collaborate on client financial needs.
- Company: Join a Chartered Independent Financial Adviser in Edgbaston, Birmingham.
- Benefits: Hybrid work, competitive salary up to £55,000, and study support.
- Other info: Engage in client meetings and company events for professional growth.
- Why this job: Gain hands-on experience in finance while working with a supportive team.
- Qualifications: Experience as a Paraplanner and strong communication skills.
WEALTHLINK RECRUITMENT LTD is supporting a Chartered Independent Financial Adviser in Edgbaston, Birmingham, to recruit an experienced Paraplanner. You will work 121 with a Senior Financial Planner and collaborate with two administrators to service a long-standing client base.
The role covers pensions, investments, tax and trusts, with involvement in client meetings and company events. Hybrid work available; salary up to £55,000 and study support offered.
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Paraplanner: Hybrid (2d WFH) + Study Support in Birmingham employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
