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Paraplanner

Recruit UK
Posted 20 days ago, valid for 6 days
Location

Birmingham, West Midlands B11 2NE

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Paraplanner in the Wealth Management industry located in Birmingham.
  • The salary for this position is up to £40,000, with negotiable salaries based on experience and skill set.
  • Candidates are required to have previous experience working as a Paraplanner in a Wealth Management company.
  • The role involves supporting Financial Advisers with suitability report writing, technical research, and client file preparation.
  • Benefits include 23 days of holiday, a friendly office environment, parking, pension contributions, and study support.

Job Title: Paraplanner

Industry: Wealth Management

Location: Birmingham

Salary: up to £40,000 (salaries negotiable dependent on experience and skill-set)

Job reference: 9358

Job Description:

Recruit UK are working with a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, and they are looking to bring on an Paraplanner into their Birmingham office.

They put their clients at the heart of everything they do, to ensure they are provided with the highest quality service available when providing holistic financial advice. You will be supporting the Financial Advisers to provide full paraplanning support.

The role will involve full suitability report writing, technical research regarding products and the market, preparation of existing client files for revies, analysing data and providing records to support research undertaken and much more.

Benefits:

  • 23 days holiday (plus bank holidays and increases with service)
  • Salaries up to £40,000 (dependent on skill set, qualifications and experience)
  • Lovely office in a friendly team
  • Birthday off
  • Parking provided
  • Pension contribution
  • DIS
  • Study and exam support

Skills and experience required:

  • Previous experience working as a Paraplanner in a Wealth Management company
  • Strong communication skills both written and verbal
  • Analytical and great attention to details

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Birmingham on a Paraplanner role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.