Job Description
Paraplanner
International Wealth & Investment Management Firm
Location: Birmingham City Centre (Hybrid Working Available)
Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits
An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm in a permanent position in Birmingham. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package.
The company work exclusively with HNW and UHNW clients, so they are working at the highest levels. Because of this, Paraplanners will gain experience with varied and interesting cases, with lots of different clients, including; VCT/ EIS/ Offshore Bonds/ IHT/ FIC etc
Role Overview:
The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business.
Responsibilities will include:
1. Providing technical and administrative support to Financial Planners and Advisers
2. Preparing comprehensive financial plans, reports, and recommendations
3. Conducting rese...