Paraplanner

Paraplanner (Hybrid Working Available)Location: Birmingham, excellent motorway links (Hybrid Working Option & On-Site Parking)Salary: £30,000 - £40,000 per annum

We are currently representing a reputable wealth management firm based in Birmingham, who are looking to recruit two experienced Paraplanners to join their growing team. This is a fantastic opportunity for those who are passionate about wealth management and want to further develop their skills in a supportive, professional environment.

About the RoleAs an Experienced Paraplanner, you will play a key role in supporting financial advisers by providing detailed analysis, recommendations, and documentation for clients. You will need a strong understanding of investment products, services, and the financial markets, ensuring that clients receive accurate, compliant, and transparent information.

Key Responsibilities

• Provide clients with information on investment products, services, and ancillary services available through the firm, ensuring you have the necessary knowledge and competence to do so effectively.
• Understand and explain the key characteristics, risks, and features of investment products, including any tax implications and associated costs, particularly when dealing with more complex financial products.
• Inform clients of the total costs and charges to be incurred in investment transactions, services, and ancillary services.
• Provide clear explanations on the scope and characteristics of investment services or ancillary services.
• Stay informed about financial markets and how they influence the value and pricing of investment products.
• Monitor the impact of economic figures, national, regional, and global events on markets and the value of investment products.
• Recognise the difference between past performance and future performance projections, understanding the limitations of predictive forecasting.
• Ensure compliance with regulations concerning market abuse, anti-money laundering, and other industry standards.
• Analyse key data such as Key Investor Information Documents, prospectuses, and financial statements to support financial advisers and clients.
• Understand specific market structures for investment products, their trading venues, and secondary markets where applicable.
• Apply knowledge of valuation principles to relevant investment products.
• Recognise and manage potential conflicts of interest, ensuring transparency in all dealings.
• Adhere to company policies, including the gift and inducement policy, and keep up to date with any changes.
• Understand the distinction between providing information and offering financial advice.

Skills and Experience Required

• Proven experience as a Paraplanner within wealth management or financial planning.
• Strong knowledge of investment products, financial services, and market functions.
• Understanding of regulatory requirements, including anti-money laundering, market abuse, and conflicts of interest.
• Excellent communication skills, with the ability to explain complex financial concepts clearly to clients.
• Level 4 Diploma in Financial Planning is preferred but not required - candidates working towards this qualification will also be considered.
• A proactive approach with strong attention to detail and the ability to manage multiple tasks effectively.

Additional Benefits

• Hybrid working model (split between office and home working).
• On-site parking available.
• Competitive salary (£30,000 - £40,000).

This is an exciting opportunity for Paraplanners who are looking to advance their careers in wealth management, whether you're already qualified or working towards your Level 4 qualification. If you're passionate about delivering excellent service and are looking for a company that supports ongoing professional development, we want to hear from you.