Paraplanner Job in Birmingham

Paraplanner Job in Birmingham. Apply for the latest Birmingham jobs in Accounting/Financial/Insurance.

Paraplanner Job in Birmingham

Job Description
Our clients, an award-winning, boutique wealth management firm based in the centre of Nottingham, dealing with high-net-worth individuals are looking for an experienced Paraplanner to join their successful team.

The responsibilities of the Paraplanner will include:

You will provide support, information, recommendations and financial analysis to the Financial Planners in order to provide the clients with excellent service and outcomes.

You will act as a point of contact for clients and deal effectively with their queries, as well as prepare client files for review meetings and occasionally, if necessary, attend review meetings with advisers.

Providing technical and research support to the Financial Planners in respect of their clients and providing drafts of investment updates and other client communications to the Financial Planners for consideration.

To be considered for this Paraplanner role, you must have the following attributes:

Passionate about client care and dedication to excellence, you have an appetite for learning and personal growth along with a willingness to support and champion others – you are a team player.

Having a keen eye for detail and possessing a ‘can do / will do attitude, you instinctively take ownership and want to work with a firm that has the highest possible ethical standards and client expectations that fuel its reputation for being one of the most highly-regarded and respected boutique wealth management firms in the UK.

You will ideally hold or be working towards the level 4 Diploma and will have several years of experience in a financial or professional services firm. You want to ‘get on’ and join a family of outstanding professionals in one of the most exciting, progressive and energetic firms to work for with a fully-packed agenda for future growth.

Working hours for the successful Paraplanner:

Monday to Friday

9 am-5 pm

In return, for the successful Paraplanner, our clients will offer the following:

Up to £50,000 basic salary, Depending on Experience and qualifications

City centre location with car parking provision

Generous salary/bonus and profit share scheme

Group scheme benefits – pension scheme, death in service & income protection plan

Career and personal development pathways

Dedicated coaching and learning support

Wellbeing support services

Generous social budget and team away days

Agile and home working policies

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: Birmingham
Category: Accounting/Financial/Insurance
City: Birmingham
County: West Midlands (County)
Country: United Kingdom
Salary: £50000/annum
Benefits: