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Financial Analyst Financial Reporting

Paraplanner - Technical Reports & Wealth Planning Expert

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Capio Recruitment
Full Time position
Listed on 2026-02-25
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A national wealth management firm in Birmingham is seeking an experienced Paraplanner to join their team. You will prepare detailed reports and conduct research while ensuring compliance for high-net-worth clients. The firm emphasizes professional development and offers pathways towards advanced qualifications. Ideal candidates have experience in a regulated environment and strong technical knowledge across financial products.
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