Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis
Culture and Environment
Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and collaborative team on a shared journey of success.
The work environment is hybrid, offering flexibility to balance office and home working. When in the office, youll be based in an iconic, professional, and inviting corporate space that reflects the companys high standards and progressive outlook.
Personality
This role is suitable for an individual with previous experience in Wealth Management, in a paraplanning or senior IFA Support role. You will focus on complex areas of financial planning and provide robust technical support to ensure the business standards are cautiously met whi...