Job Description
Paraplanner\n\nInternational Wealth & Investment Management Firm\n\nLocation: Birmingham City Centre (Hybrid Working Available)\n\nSalary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits\n\nAn 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.\n\nRole Overview:\n\nThe successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business.\n\nResponsibilities will include:\n\n * Providing technical and administrative support to Financial Planners and Advisers\n\n * Preparing comprehensive financial plans, reports, and recommendations\n\n * Conducting research and analysis to develop tailored financial solutions\n\n * Ensuring compliance with FCA regulations and internal policies\n\n * Assisting in the preparation and delivery of client meetings and reviews\n\n * Liaising with internal teams to maintain high service standards\n\nCandidate Requirements:\n\nThe ideal candidate will possess:\n\n * CII Level 4 Diploma in Regulated Financial Planning (or equivalent)\n\n * Strong analytical and problem-solving skills\n\n * Excellent written and verbal communication abilities\n\n * A high level of accuracy, attention to detail, and the ability to meet deadlines\n\n * The ability to work both independently and collaboratively within a team\n\n * Previous experience in a Paraplanning role within wealth management\n\nBenefits & Remuneration:\n\n * Salary: Up to £50,000 (dependent on experience)\n\n * Hybrid working model - flexibility to work remotely\n\n * Comprehensive benefits package, including:\n\n * Private medical insurance\n\n * Group income protection\n\n * Generous pension contributions\n\n * Employee assistance programme\n\n * Health assessments\n\n * Season ticket loan, cycle-to-work scheme, and more\n\nThis position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment