Role Description As a Paraplanner at Elevation Wealth Management, you will support financial advisers by preparing detailed financial planning reports and recommendations for clients. Day-to-day responsibilities include gathering and analyzing client information, researching financial products and investment options, and producing structured suitability reports aligned with regulatory requirements and internal standards. You will help maintain accurate client records, model financial planning scenarios, and ensure documentation is complete and compliant. This is a full-time, on-site role based in Birmingham, and involves close collaboration with advisers and administrators to deliver a consistent, high-quality client experience.
Qualifications
- Strong Financial Planning skills, including understanding of retirement, tax-efficient investing, protection, and estate planning strategies.
- Analytical Skills to interpret client data, assess risk, and evaluate financial and investment scenarios.
- Knowledge of Investments and Finance, with familiarity in funds, portfolios, and relevant financial products.
- Proficient Report Writing skills, with the ability to produce clear, accurate, and well-structured suitability reports and supporting documentation.
- Relevant professional qualifications or progress toward them (e.g., Diploma in Financial Planning or equivalent) and understanding of regulatory requirements.
- Strong attention to detail, excellent organizational skills, and ability to manage multiple tasks and deadlines in a professional office environment.
- Effective communication skills and a collaborative approach to working with advisers, colleagues, and clients.
- Competence with financial planning software, CRM systems, and standard office applications; prior paraplanning or wealth management experience is beneficial.
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Contact Details:
Elevation Wealth Management Recruitment Team
