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One of the UK's largest Independent Private Client Investment Managers are currently recruiting for an Authorised Paraplanner to be based at their offices in Birmingham. Reviewing previous cases typically around Tax Planning, Venture Capital Trust, Pension Planning and Business Property. As an Authorised Paraplanner, you will be required to update with clients and review the previous advice given and update if necessary. In this client facing role, you will be responsible for preparing reason why letters and deal with any other additional enquiries. This is a non targeted role.
Successful applicants will be CF30 registered individuals and will have the Diploma in Financial Planning. Good attention to detail is required, as well as having the ability to demonstrate excellent communication skills. With evidence of client facing skills, you will be able to work as part of a team and provide technical support when required. A basic salary of between £30,000 - £45,000 is on offer in addition to a generous benefits package and a discretionary bonus.