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.