Job Description
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. 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:
1. Providing technical and administrative support to Financial Planners and Advisers
2. Preparing comprehensive financial plans, reports, and recommendations
3. Conducting research and analysis to develop tailored financial solutions
4. Ensuring compliance with FCA regulations and internal policies
5. Assisting in the preparation and delivery of client meetings and reviews
6. Liaising with internal teams to maintain high service s...