Are you an experienced Paraplanner seeking an exciting opportunity to join a prestigious Wealth Management Firm in the heart of the West Midlands? If you’re looking for a challenging role that offers room for personal and professional growth, we want to hear from you.
This role is with a well-established and highly respected financial advisory company, committed to providing clients with top-tier wealth management solutions. They are dedicated to delivering personalised, client-centric financial services that help individuals achieve their financial goals.
As a Paraplanner, your role will encompass a wide range of responsibilities, including:
- Conduct in-depth research on client profiles, financial products, and market trends to support our advisors in creating tailored financial strategies.
- Prepare financial reports, cash flow forecasts, and investment portfolio analyses to assist in the development of comprehensive financial plans.
- Produce clear, concise, and compliant client reports outlining recommended financial strategies and investment solutions.
To excel in this role, the ideal candidate should possess the following qualifications and skills:
Relevant Qualifications: Diploma in Financial Planning or equivalent qualifications (e.g., CII Level 4 or higher).
Experience: Proven experience as a Paraplanner in a financial advisory setting.
Technical Proficiency: Familiarity with financial planning software and tools.
- Competitive salary
- Opportunity to build your career within wealth management
- Exam support (by prior agreement)
- Detailed training and development program
- Friendly team environment
- Social events
- Dynamic workplace with key development and experience
- Hybrid working approach
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support