Are you a Paraplanner looking to join a close-knit, client-focused team where you'll be valued and supported? This is an exciting opportunity to become an integral part of a growing wealth management firm in the Sutton Coldfield area.
As a Paraplanner, you'll play a key role in supporting a team of advisors, working on technical calculations, producing high-quality suitability reports, and contributing to the delivery of excellent client outcomes. This Paraplanner role offers the chance to work in a genuinely supportive environment where your technical skills will be appreciated and developed through ongoing training support.
Your responsibilities as a Paraplanner will include:
- Preparing comprehensive suitability reports for clients
- Conducting technical and tax calculations
- Supporting financial advisors with case preparation
- Ensuring all client documentation meets regulatory standards
Paraplanner Requirements:
- Essential: Approximately 2 years' paraplanning experience
- Essential: Proven report writing experience
- Essential: Technical calculation experience, particularly tax calculations
- Desirable: Diploma in Financial Planning (halfway through or a few papers remaining is acceptable)
- Desirable: Experience with Intelligence Office, Dynamic Planner, or similar systems
The Company
Our client is a boutique wealth management firm with a close-knit team culture. They pride themselves on being client-focused and non-corporate, offering a genuinely pleasant working environment where team members are supported and valued.
Paraplanner Benefits:
- Competitive salary from £35,000 (depending on experience and qualifications)
- 4.5-day working week - finish at 1pm every Friday
- Training and development support
- Standard benefits package
Location
This Paraplanner position is 100% office-based in the Sutton Coldfield area. Candidates must be commutable to this location.
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Paraplanner in Birmingham employer: Premier Jobs UK Ltd
At Premier Jobs UK Ltd, we pride ourselves on being an excellent employer that fosters a dynamic and supportive work culture. Our apprenticeship programme not only provides hands-on experience in multi-channel marketing but also offers extensive growth opportunities through mentorship and training with QA LIMITED. Located in a vibrant area, we encourage creativity and innovation, making it an ideal place for aspiring marketers to thrive and make a meaningful impact.
