Paraplanner
Location: Edgbaston, Birmingham
Salary: Up to £55,000
Duration: Full time, Permanent
We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.
The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.
Key Responsibilities for the Paraplanner:
- Assist financial planners in preparing financial plans, investment strategies, and recommendations.
- Conduct research on investment products, pensions, tax, and other financial matters.
- Analyse client data to support financial recommendations.
- Prepare and maintain client documentation and reports.
- Liaise with clients, providers, and other professionals as required.
- Ensure that all work complies with regulatory requirements and company policies.
- Manage and track the progress of client cases and ensure timely delivery of financial plans.
On Offer?
- Salary of up to £55,000
- 2 days a week working from home
- 25 days annual leave
Paraplanner in Birmingham employer: WEALTHLINK RECRUITMENT LTD Careers
Join a leading Financial Planning firm in Northamptonshire/Cambridgeshire that values its employees and fosters a supportive work culture. With competitive salaries, flexible working arrangements, and comprehensive admin support, this role offers not just a job but a pathway for professional growth and development in the financial services sector. Enjoy up to 27 days of annual leave and a bonus scheme that rewards your hard work while you build lasting relationships with clients in a thriving community.
Contact Details:
WEALTHLINK RECRUITMENT LTD Careers Recruitment Team
