Paraplanner
International Wealth & Investment Management Firm
Location: Birmingham City Centre (Hybrid Working Available)
Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits
An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm in a permanent position in Birmingham. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package.
The company work exclusively with HNW and UHNW clients, so they are working at the highest levels. Because of this, Paraplanners will gain experience with varied and interesting cases, with lots of different clients, including; VCT/ EIS/ Offshore Bonds/ IHT/ FIC etc
Role Overview:
The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business.
Responsibilities will include:
- Providing technical and administrative support to Financial Planners and Advisers
- Preparing comprehensive financial plans, reports, and recommendations
- Conducting research and analysis to develop tailored financial solutions
- Ensuring compliance with FCA regulations and internal policies
- Assisting in the preparation and delivery of client meetings and reviews
- Liaising with internal teams to maintain high service standards
Candidate Requirements:
The ideal candidate will possess:
- CII Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum. Essential
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- A high level of accuracy, attention to detail, and the ability to meet deadlines
- The ability to work both independently and collaboratively within a team
- Previous experience in a Paraplanning role within wealth management
Benefits & Remuneration:
- Salary: Up to £50,000 (dependent on experience, potentially negotiable)
- Comprehensive benefits package, including:
- Private medical insurance
- Group income protection
- Generous pension contributions
- Employee assistance programme
- Health assessments
- Season ticket loan, cycle-to-work scheme, and more
- Annual Discretionary Bonus
- Hybrid working model– flexibility to work remotely - 1 day per week
This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.
Sector:
- Financial Services
- Financial Planning
