Paraplanner: Wealth Planning Analyst
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-27
Listing for:
MARGETTS WEALTH MANAGEMENT LIMITED
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
MARGETTS WEALTH MANAGEMENT LIMITED, located in Birmingham, is seeking a full-time Paraplanner. The role involves supporting financial advisers by preparing reports, conducting research, and assisting in financial planning. Candidates should have strong Financial Planning skills and solid Analytical abilities.
This position requires excellent communication skills and attention to detail. Relevant qualifications in financial planning are beneficial, along with experience in a related environment. The firm values professionalism and a client-focused service.
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