Vacancy Detail


Recruit Wealth are representing a highly respected, national Financial Planning and Wealth Management organisation to seek an experienced Paraplanner. This is a newly created role due to continuing growth and increasing amounts of client activity from their regional Birmingham offices.  

This well highly regarded company are looking to recruit a skilled Paraplanner to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to their personal wealth with complex financial planning needs.

Your role will be to conduct detailed research and recommendation reports of the client’s current situation in the short, medium and long term relating to their pensions and investments.

You will be able to research and then explain complex solutions clearly within a comprehensive financial planning process whilst working closely with the Financial Planners.

The successful applicant will be Diploma status already, have ambitions of studying further towards Chartered status to uphold the standards of the business and professional development.

You will have in depth knowledge of Pensions and Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software.

This role will suit an intelligent and articulate professional who is looking to further their career as a Paraplanner within a prestigious, modern and large forward thinking firm.

Opportunities to progress to Advising could well present themselves over the long-term, however, this is not prerequisite to be considered for the role.

A very generous salary, company benefits as well as a professional working culture are all available within this role.

Please note: Whilst restrictions are in place due to COVID-19 the business is operating home working to ensure the safety of its staff. The role can continue to be home based with the occasional travel required to head offices when restrictions are lifted.

Please apply for an immediate response here at Recruit Wealth.

Location: Birmingham, West Midlands | Salary: 38000 - 45000 per | Job type: Permanent | Posted: 04/05/2021