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Senior Paraplanner / Paraplanning Manager - Level 6

Cranleigh Personnel
Posted 19 days ago, valid for 4 days
Location

Birmingham, West Midlands B27 6QS, England

Salary

£35,000 - £42,000 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 position is for a Senior Paraplanner / Paraplanning Manager located on the outskirts of North Birmingham.
  • The salary range for this role is between £45,000 and £65,000, depending on experience.
  • Candidates are expected to have solid experience as a Chartered Paraplanner and a desire to step into a leadership role.
  • The role involves leading and mentoring a team while working with ultra-high net worth clients, with an average AUM of £500,000 per client.
  • This position offers hybrid working with three days in the office and two days from home, along with opportunities for career growth.

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.

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.