Wealth Paraplanner (Hybrid) β€” Growth & Study Support in Shirley

Wealth Paraplanner (Hybrid) β€” Growth & Study Support in Shirley

Shirley Full-Time 55000 - 55000 Β£ / year (est.) No working from home possible
Broughton Group

At a Glance

  • Tasks: Support financial advisers by preparing reports and conducting research for client management.
  • Company: Broughton Group, a supportive team in wealth management.
  • Benefits: Salary up to Β£55,000, hybrid work, strong study support, and career development.
  • Other info: Great opportunity for career growth in a collaborative environment.
  • Why this job: Join a dynamic team and grow your career in wealth management.
  • Qualifications: Experience in wealth management and strong organisational skills.

The predicted salary is between 55000 - 55000 Β£ per year.

Broughton Group is seeking a Paraplanner or Trainee Paraplanner in Solihull, with a salary of up to Β£55,000 depending on experience. This role supports advisers in financial planning cases and involves preparing reports, conducting research, and ensuring compliant client management.

The ideal candidate has experience in wealth management and possesses strong organizational skills. The position offers a hybrid working model, strong study support, and career development in a supportive team environment.

Wealth Paraplanner (Hybrid) β€” Growth & Study Support in Shirley employer: Broughton Group

Broughton Group is an excellent employer, offering a dynamic hybrid working model that promotes work-life balance while providing robust study support for professional development. With a strong emphasis on career growth within a collaborative team environment, employees are encouraged to enhance their skills and advance in the wealth management sector, making it a rewarding place to build a meaningful career in Solihull.

Broughton Group

Contact Details:

Broughton Group Recruitment Team

We think you need these skills to ace Wealth Paraplanner (Hybrid) β€” Growth & Study Support in Shirley

Financial Planning
Report Preparation
Research Skills
Client Management
Wealth Management Experience
Organizational Skills
Compliance Knowledge