FANTASTIC NEW OPPORTUNITY – Paraplanner (Technical Sales Support), £35,000-45,000 p/a DoE, Birmingham, F/T Office
Sheridan Maine are delighted to be working with a chartered firm of independent financial advisors based in Birmingham. They are looking for a Paraplanner to join their back-office team.
A Technical sales support/Paraplanner, to support a Financial Planner, within a chartered firm. You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. Other duties include: