Paraplanner International Wealth & Investment Management FirmLocation: Birmingham City Centre (Hybrid Working Available)Salary: Up to 50,000 (Negotiable Depending on Experience) + Comprehensive BenefitsAn excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm in a permanent position. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package. 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 AdvisersPreparing comprehensive financial plans, reports, and recommendationsConducting research and analysis to develop tailored financial solutionsEnsuring compliance with FCA regulations and internal policiesAssisting in the preparation and delivery of client meetings and reviewsLiaising with internal teams to maintain high service standardsCandidate Requirements:The ideal candidate will possess:CII Level 4 Diploma in Regulated Financial Planning (or equivalent)Strong analytical and problem-solving skillsExcellent written and verbal communication abilitiesA high level of accuracy, attention to detail, and the ability to meet deadlinesThe ability to work both independently and collaboratively within a teamPrevious experience in a Paraplanning role within wealth managementBenefits & Remuneration:Salary: Up to 50,000 (dependent on experience)Hybrid working model flexibility to work remotelyComprehensive benefits package, including:Private medical insuranceGroup income protectionGenerous pension contributionsEmployee assistance programmeHealth assessmentsSeason ticket loan, cycle-to-work scheme, and moreThis position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.
Job Title
Paraplanner