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Paraplanner

Brevere Group
Posted 20 hours ago, valid for 16 days
Location

Birmingham, West Midlands B27 6QS, England

Salary

£48,000 - £57,600 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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  • Our client is seeking a skilled and experienced Paraplanner to enhance their wealth management team, focusing on high-net-worth clients.
  • The role involves providing support through technical research and analysis, ensuring a smooth financial planning process.
  • Candidates should have a proven record as a Paraplanner, ideally within an IFA, and possess comprehensive report-writing skills.
  • A Diploma status is required, along with knowledge of industry-specific IT systems and a desire for further professional development.
  • The successful applicant can expect a generous salary package and opportunities for career advancement.

In order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation.

Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants and Clients.

The successful applicant will have a proven record as a Paraplanner, ideally gained within an IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfully attained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required.

This is an excellent opportunity to join a progressive and innovative firm who continue to grow and develop. The successful applicant can expect a generous package and the chance to further their career, skills and expertise.

Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Clients

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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.