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Paraplanner

  • £40000 - £43000 per annum, Benefits: Competitive benefits package

  • Ref

    V-64714

  • Contact Name |Laura Higton

Are you a Paraplanner looking for a new opportunity?

Excited by the prospect of a role dealing with the diverse needs of a HNW clientele?

Looking to strike that balance between working at an established and nationally recognised firm, and joining a collaborative team with a real family feel?

My client, a reputable wealth management firm, is looking for a Paraplanner to join their Birmingham office. You’ll be stepping into a close-knit team of two Paraplanners and three Wealth Planners and acting as that all-important link between client-facing roles and Back Office. Variety is key in this role, as you’ll be covering the preparation of suitability reports and client letters across a complex range of products and contract types, including (but not limited to) pension transfers, IHT, investment, protection, VCTs and EIS.

Interested? Here’s what you’ll bring to the team:

  • Demonstrable experience in a similar paraplanning role within a holistic financial planning environment.
  • Sound technical knowledge, as evidenced by the completion of the Level 4 Regulated Financial Planning Diploma (or equivalent).
  • A working knowledge of CRM systems and client reporting (experience with XPLAN is advantageous).
  • Confidence communicating at a variety of levels and the ability to explain complex principles logically and concisely to a given audience.
If this sounds like you or you’re curious to find out more, please drop me an email on laura.higton@bwd-search.co.uk or give me a ring on 0113 4260 781. Alternatively, apply now for immediate consideration.

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CONTACT US 0113 274 3000