Flexible Work, Better Balance
Paraplanner - Birmingham
Our client is looking for a talented Paraplanner to join their team based in Birmingham, to help provide quality and accurate administrative and research support for both clients and advisers. Our client offers hybrid working from their Birmingham office, with a competitive salary on offer.
Key Responsibilities:
- To support Advisers and their clients in all parts of the financial advice process.
- To build and maintain quality professional and courteous relationships with Clients, supporting the Advisers in providing a quality ongoing client service.
- To be a point of reference and knowledge for the Support team, assisting in training and development where necessary.
- To build and develop relevant product and market awareness and ensure that all relevant legislative & procedural changes are complied with.
- To highlight any areas of business risk within the team t...