Paraplanner
Role: Paraplanner
Location: Birmingham
Salary: Up to £45,000
Job Reference: 7917
Recruit UK is working with one of the UK’s top-tier Wealth Management companies, which is looking for a Paraplanner to join their team in Birmingham.
Drawing on an impressive history, alongside embracing a modern approach this company has developed a leading client proposition that has allowed them to solidify their position in the profession. With a presence across the UK, they managed over £44Billion of client assets through a dedicated team of professionals.
In this role you will be working for the Financial Planning team which covers Birmingham and the South West, supporting a team of advisers with the delivery of expert advice to private clients. Their Paraplanners form an integral part of the advice process, meaning this will be a varied and engaging role. Alongside technical research, you will be involved in client meetings and regular ongoing client interactions. There will also be a focus on developing relationships with internal investment managers, and other teams within the business to ensure the best outcomes are achieved for clients.
What they are looking for:
- An experienced Paraplanner with strong knowledge of pension and IHT planning
- CII Diploma in Financial Planning
- Track record using cash flow planning software
- Ability to manage a varied workload
- Client-focused approach to work
What they offer:
- Salary Up to £45,000 (dependent on skill set and experience)
- Life assurance, Critical illness, and PHI
- Professional development support
- Flexible hybrid home and office working
- Excellent Maternity and Paternity cover
- Employee share scheme
- A supportive working environment
If the above role aligns with your values and career plans, then please get in touch or apply online to find out more.