Fixed Term Paraplanner

2 weeks ago


Birmingham, Birmingham, United Kingdom Successionwealth Full time
About the Opportunity
A 12-month fixed term contract offers a compelling chance to enhance your skills and experience in a dynamic wealth planning firm. As a Compliance Specialist, you will be integral to the delivery of high-quality client recommendations and portfolio management.

About the Role

You will be responsible for conducting in-depth research and analysis to ensure compliance of client recommendations. This will involve:


  • Executing thorough product research aligned with Financial Planner's guidance.
  • Utilising leading-edge research tools for complex financial and tax calculations.
  • Maintaining a deep understanding of pensions, investments, and estate planning principles.

Compensation and Benefits

At Successionwealth, we invest in our employees' careers and offer a superior remuneration package that includes:


  • A highly competitive basic salary estimated at £42,000 per annum, with annual performance reviews and potential for increases.
  • An impressive company pension scheme with a sizeable employer contribution.
  • Agile working arrangements to promote a healthy work-life balance.
  • Access to an array of employee benefits including company sick pay, enhanced family leave packages, and exclusive discounts on insurance and investment products.
  • The opportunity to participate in professional development programmes, including funded apprenticeships in business administration, leadership & management, and accounting & finance.

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