Paraplanner

WEALTHLINK RECRUITMENT LTD; Birmingham; On-site; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Salary up to £55,000

2 days work from home

25 days annual leave

Company bonus scheme

Study support to Chartered Status

Job summary

WEALTHLINK RECRUITMENT LTD is supporting a Chartered Independent Financial Adviser in Edgbaston, Birmingham, to recruit an experienced Paraplanner. You will work 121 with a Senior Financial Planner and collaborate with two administrators to service a long-standing client base.

The role covers pensions, investments, tax and trusts, with involvement in client meetings and company events. Hybrid work available; salary up to £55,000 and study support offered.

Qualifications

• Level 4 diploma in regulated financial planning is required.
• 2+ years experience in a paraplanning role is required.

Responsibilities

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure that all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases and ensure timely delivery of financial plans.

Skills

Financial planning

Research

Analysis

Client liaison

Education

Level 4 diploma in regulated financial planning

Job description

Paraplanner

Location: Edgbaston, Birmingham

Salary: Up to £55,000

Duration: Full time, Permanent

We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.

The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.

Key Responsibilities for the Paraplanner:

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure that all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases and ensure timely delivery of financial plans.

On Offer?

• Salary of up to £55,000
• 2 days a week working from home
• 25 days annual leave bank holidays
• Company Bonus scheme
• Study support to Chartered Status

Requirements:

• Level 4 diploma in regulated financial planning
• 2+ years experience in a paraplanning role

What's Next?

Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management