About our client
TG Selection is delighted to be working with this industry recognised and highly successful practice.
Our client is a Birmingham based independent financial planning firm offering modern financial planning solutions to private individuals and business owners.
About the opportunity
This is a unique opportunity that will suit a Paraplanner looking to join one of the Midlands leading firms with an excellent reputation and top-quality client proposition.
Full support provided with career advancement and furthering technical skills and qualifications. You be joining a welcoming local team who celebrate their wins and successes.
Role description
Work closely with local Financial Planners and support team to research and prepare client recommendations.
Attend client meetings taking notes and action points.
Prepare accurate reports
Suitable candidate
An established Paraplanner
Ability to carry out detailed research and analysis
An appreciation for fee based financial planning
Diploma level (or higher) with ambition to gain chartered status
Copyright © 2025 TG Selection - All Rights Reserved.