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Paraplanner - National Wealth Managers - City, Birmingham, United Kingdom, B1


We are currently working exclusively with a highly recognisable National Wealth Management organisation to recruit an experienced Paraplanner. The organisation have multiple offices in the UK although this particular requirement will be based from the Birmingham city centre offices.

The role has come about due to an internal promotion, where a member of the existing Paraplanner team in moving into a Financial Planner position. They are looking for an experienced Paraplanner who can hit the ground running. Candidates must be Level 4 Diploma Qualified as a minimum and should have previous experience in a similar role. You MUST have report writing experience and a good knowledge of all Financial Services products.

The role will be within a hard-working team but you will be working closely, on a one-to-one basis with a Chartered Financial Planner and their clients.

You will be required to provide support on a daily basis with duties including; providing technical paraplanning support, regularly speaking with clients and brokers over the telephone, attending client meetings when required, working closely with the Adviser to provide holistic advice to a HNW client bank. You will have the support of other experienced Paraplanner's to discuss ideas and meet deadlines, but you will be the main contact for this very experienced Chartered Financial Planner.

You will also supported by an Administrators and Junior Paraplanner who are based within the office.

This is an excellent opportunity for an experienced candidate who is seeking a rewarding and long term career within a highly professional organisation. There is plenty of support for those who wish to continue their studies and there will be opportunities to progress within the business, into Adviser roles like the most recent promotion, or into Technical or Compliance focused roles.