About

ParaplannerInternational Wealth & Investment Management FirmLocation: Birmingham City Centre (Hybrid Working Available)Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive BenefitsAn 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 etcRole 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:Providing technical and administrative support to Financial Planners and AdvisersPreparing comprehensive financial plans, reports, and recommendationsConducting research and analysis to develop tailored financial solutionsEnsuring compliance with FCA regulations and internal policiesAssisting in the preparation and delivery of client meetings and reviewsLiaising with internal teams to maintain high service standardsCandidate Requirements:The ideal candidate will possess:CII Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum. EssentialStrong analytical and problem-solving skillsExcellent written and verbal communication abilitiesA high level of accuracy, attention to detail, and the ability to meet deadlinesThe ability to work both independently and collaboratively within a team<l