Paraplanner, Birmingham
Our client is a leading Financial Services advisory organisation who due to continued business success and commitment to corporate growth is now recruiting an additional experienced Paraplanner to support their Private Client Consultants. The role will be based in their Birmingham office.
Joining this established organisation, you will be given the task of making an immediate contribution in supporting the Consultants in achieving their objectives. This will include full paraplanning responsibilities in order to deliver a high quality of service to clients, therefore you must be able to demonstrate a breadth of understanding of the private client industry including pensions, investment and protection related products and services.
It is essential that you possess previous experience within a Paraplanning role, ideally with a specialisation in the Pensions arena and be fully FPC and part AFPC or equivalent qualified (ideally G10 and G60). In addition, you will have knowledge of writing reports on EPP, SSAS, SIPP, IHT aspects, Pension Transfers, general investment.
This role offers a competitive salary and package, including private health cover, a non-contributory pension, life cover, permanent health cover, discretionary bonus scheme and a full social programme.
Salary: £25000 - £35000 per annum + excellent benefits package
Contact Name: Steve Philcox
Email: Steve.Philcox@fusionsearch.co.uk
Phone: 02086610735