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Senior Paraplanner / Paraplanning Manager - Level 6
Location: Outskirts North Birmingham
Salary: £45,000 - £65,000 (depending on experience)
Are you an experienced Chartered Paraplanner ready for a new challenge?
Looking for the opportunity to lead, mentor, and shape the future of a growing office?
Would you like to work with ultra-high net worth clients with varied and interesting cases?
If so, this role with our client might be the perfect next step in your career!
Why this role?
Our client is an IFA based in the Midlands, and they’re seeking a Chartered Senior
Paraplanner / Paraplanning Manager to help drive success a period of considerable
growth. Working with ultra high net worth clients - there average AUM per client is
£500,000
Your role as Paraplanner Team Leader:
- Lead and mentor a growing team, working closely with two Advisers, 2 Paraplanners and 4 Administrators
- Draft detailed suitability reports and provide technical support to a bank of ultra high net worth clients including working on a wide range of investment and pension platforms
- Enjoy hybrid working, with 3 days in the office, 2 days working from home
What’s in it for you?
- Career growth - Step into leadership and make your mark within an established, successful wealth planning business.
- Competitive salary - Up to £65,000 depending on your experience and qualifications, plus a comprehensive benefits package.
- Hybrid working - Flexibility to balance work and life, with support from a collaborative team.
- Join a company committed to sustainable growth and client-focused service, giving you the chance to thrive professionally while mentoring and developing others.
What we’re looking for:
- Solid experience as a Chartered Paraplanner with a desire to step into a leadership role.
- Strong skills in Microsoft Word, Excel, and Outlook.
- Experience in working with ultra high net worth clients
- A passion for mentoring and supporting junior team members.
If you're ready to take on a leadership role in a supportive and dynamic environment, with clear career progression, we’d love to hear from you!
Apply now and take the next step in your career with our client. If this role isn't quite
what you're looking for, get in touch as we have other exciting opportunities available.
