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Paraplanner

Paraplanner

mbfBirmingham, England, United Kingdom
30+ days ago
Job type
  • Permanent
Job description

Overview

Senior Recruitment Professional - Financial Services | 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 works exclusively with HNW and UHNW clients, providing experience with varied and interesting cases 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

  • 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

  • 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)
  • Private medical insurance
  • Group income protection
  • 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

    • #J-18808-Ljbffr

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    Paraplanner • Birmingham, England, United Kingdom

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