Job Information

PARAPLANNING EXPERIENCE IS A MUST AND MUST HOLD A MINIMUM OF LEVEL 4 DIPLOMA IN FINANCIAL PLANNING

Wealth Management Firm in the Solihull area looking for a Paraplanner to join their team, Salary up to £35,000

Main duties will include:

• Supporting the Financial Advisers in research
• Preparing Client Review, financial plans and suitability reports
• Assisting the Financial Advisers with Client presentations
• Assisting the Technical Manager with annual technical reviews of services and products

Experience needed;

• Experience in the financial advice industry, including a broad, whole of market knowledge of the advice process and of products, funds, platforms and investment solutions.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt.

For further information please contact me on 0161 638 8627 or email Rebecca.hunt@cameron-james.co.uk