Paraplanner - Technical Reports & Wealth Planning Expert

Capio Recruitment; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Healthcare

Insurance

Pension enhancements

Lifestyle perks

Flexible benefits

Job summary

A national wealth management firm in Birmingham is seeking an experienced Paraplanner to join their team. You will prepare detailed reports and conduct research while ensuring compliance for high-net-worth clients. The firm emphasizes professional development and offers pathways towards advanced qualifications. Ideal candidates have experience in a regulated environment and strong technical knowledge across financial products.

Qualifications

• Experience as a Paraplanner in a regulated financial planning environment.
• Strong technical knowledge across pensions, investments, and tax planning.
• Excellent attention to detail and ability to work collaboratively within a team.

Responsibilities

• Prepare detailed suitability reports and technical documentation.
• Conduct in-depth research on pensions, investments, IHT, and protection products.
• Work closely with Financial Planners to deliver tailored solutions.
• Ensure compliance with FCA regulations.

Skills

Attention to detail

Collaboration

Research skills

Education

Diploma qualified (DipPFS)

Job description

A national wealth management firm in Birmingham is seeking an experienced Paraplanner to join their team. You will prepare detailed reports and conduct research while ensuring compliance for high-net-worth clients. The firm emphasizes professional development and offers pathways towards advanced qualifications. Ideal candidates have experience in a regulated environment and strong technical knowledge across financial products.