At a Glance
- Tasks: Support the team in building relationships and delivering exceptional service.
- Company: Prestigious wealth management firm located near Birmingham City Centre.
- Benefits: Join a well-established company with exciting projects and career growth.
- Other info: Great opportunity for driven individuals looking to advance their careers.
- Why this job: Be part of a dynamic team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner or IFA, plus a Level 4 Diploma in Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
We are currently looking for a bright and experienced Paraplanner seeking a new opportunity with a well-established, prestigious company based near Birmingham City Centre.
Supporting the wider team, you will help build, maintain, and develop relationships with key stakeholders while providing an exceptional level of service.
This is an exciting opportunity, as we are not just looking for a Paraplanner—we are looking for someone with the skills, drive, and ambition to get involved in a range of exciting projects.
The ideal candidate will have: Previous experience in a Paraplanner or IFA role.
A Financial Planning Level 4 Diploma (or equivalent).
Excellent communication skills.
A strong understanding of relevant legislative and regulatory requirements.
For further information about this role, please contact Kieran at Katie Bard on 0121_633_4443, or apply now to be considered. ...
Paraplanner – Leading Wealth Management Firm employer: Katie Bard (Angela Mortimer Plc)
Join a prestigious wealth management firm located near Birmingham City Centre, where you will be part of a dynamic team dedicated to delivering exceptional service and building lasting relationships with clients. Our supportive work culture fosters professional growth and offers exciting opportunities to engage in diverse projects, making it an ideal environment for ambitious Paraplanners looking to advance their careers. With a commitment to employee development and a focus on collaboration, we provide a rewarding workplace that values your contributions.
Contact Details:
Katie Bard (Angela Mortimer Plc) Recruitment Team
