Paraplanner - mbf. : Job Details

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:

• 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)
• 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)
• Hybrid working model - flexibility to work remotely
• 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

This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.