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Are you an experienced Technical Paraplanner ready to take the next step in your career? Join a highly regarded Wealth Management firm in Birmingham, where you’ll play a vital role in supporting  the Advisory team in managing a loyal and diverse client base of approximately 400 individuals. The firm are looking at adopting new processes and technology, so are looking for someone who will be involved in the research and roll out of these systems.
What’s in it for You?
- Competitive Salary: Earn up to £60,000, reflective of your expertise and contributions.
- Work-Life Balance: Enjoy 25 days of annual leave plus bank holidays. Hybrid working 3 days in the office and 2 from home.
- Career Growth: Join a firm committed to your professional development, offering a collaborative and supportive environment.
- Top-Quality Tools: Work with industry-leading software, ensuring efficiency and precision in all client dealings.
About the Role
- As a Technical Paraplanner, you’ll act as the backbone of the advisory process, ensuring the smooth delivery of tailored financial solutions. This is a hands-on, client-focused role where your technical expertise and attention to detail will be critical. You’ll work closely with a Senior Adviser, preparing detailed suitability reports, conducting product research, and using cutting-edge tools such as Intelliflo Office (IO) and Dynamic Planner to deliver exceptional outcomes.
Your Responsibilities
- Collaborate with the Senior Adviser to deliver comprehensive financial advice to a varied client base.
- Prepare detailed and compliant suitability reports tailored to individual client needs.
- Conduct in-depth research and analysis of financial products, including pensions, investments, and protection.
- Use systems like Intelliflo Office (IO) and Dynamic Planner to streamline workflows and ensure data accuracy.
- Build and maintain strong client relationships, addressing queries and ensuring satisfaction.
About You
We’re looking for a proactive and detail-oriented professional with a strong background in paraplanning. Ideally, you’ll hold a Level 4 Diploma in Regulated Financial Planning (or be working towards it) and have a deep understanding of financial planning products and processes. Familiarity with IO and Dynamic Planner is a benefit.
If you’re ready to be a key player in a successful and dynamic firm, this is your opportunity.
Apply Today to take the next step in your career journey!
