Wealth Paraplanner

Overview

We have a fantastic opportunity for a Wealth Paraplanner to join our Birmingham office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.

• Provide appropriate support for Wealth Managers and Financial Planners.
• Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging technical knowledge.
• Facilitate the smooth processing of new and existing business.
• Assist with monitoring performance and work throughout, ensuring standards are maintained and deadlines are met.
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
• Analyse clients’ aims and needs to construct solutions for advisors to communicate to clients.
• Produce robust financial plans and analytical information in support of Financial Planners and Wealth Managers under senior supervision.
• Provide guidance to more junior team members and support senior team members to complete tasks in a timely manner and to a high standard.
• Support colleagues with client interaction and develop awareness of client management and advice processes.
• Support delivery of client service under the guidance of Wealth Managers or Financial Planners.

• Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas such as estate planning, trusts, offshore bonds, pensions, etc.
• Technical ability:
  Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
• Collaborative spirit: A team player who thrives in a fast‑paced, progressive culture.

• Working towards or attained CII or CISI Level 6 or equivalent.
• Clear and concise communication skills – both oral and written.
• Ability to meet deadlines and work within restricted timescales.
• Ability to work on own initiative to achieve required results.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.

• Address: 81 Colmore Row, Birmingham
• City:
  Birmingham
• Country:
  United Kingdom
• Work hours/week: 35
• Employment Type:
  
  Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date:
• Final date to receive applications: