Wealth Management Professional

1 day ago


Metropolitan Borough of Solihull, United Kingdom mbf Full time
Job Overview

We are a dynamic wealth management business based in Solihull, seeking an experienced Paraplanner to join our team.

The role offers a competitive salary of around £35,000 per annum, plus a discretionary bonus of £3-4K and benefits.

This is an excellent opportunity for a skilled Paraplanner to work with a reputable firm, providing tailored financial solutions to clients.

Main Responsibilities:
  • Drafting comprehensive financial planning reports to meet client needs.
  • Collaborating with advisors to provide expert support and guidance.
  • Conducting in-depth research and analysis to ensure accurate and up-to-date information.
  • Presentation support and case submission to help clients achieve their goals.
Requirements:
  • Proven experience in report writing and financial planning.
  • Relevant qualifications such as the Level 4 Diploma or progress towards them.
Benefits:
  • A competitive salary of £35,000 per annum.
  • A discretionary bonus of £3-4K per annum.
  • Ongoing training and professional development opportunities.
  • A supportive and dynamic work environment.


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