Wealth Management Support Specialist

5 days ago


Birmingham, Birmingham, United Kingdom CV-Library Full time
Job Overview

We are a dynamic wealth management business seeking a skilled Paraplanner to join our team in Birmingham. This is an exciting opportunity for someone looking to expand their paraplanning expertise and become part of a close-knit team.

About the Role

As a Paraplanner, you will be responsible for providing high-quality paraplanning services, including report writing, research, and presentation preparation. You will work closely with product providers and relevant third parties to ensure seamless communication and collaboration.

Our business is growing rapidly, and we are committed to supporting your professional development and career growth. We offer a competitive salary of £33,000-£43,000 per annum, plus benefits including private medical insurance, pension scheme, and 23 holiday days.

Key Responsibilities
  • Providing paraplanning support to advisors
  • Report writing, conducting research, and presentation preparation
  • Consulting with product providers and relevant third parties
  • Ensuring all compliance standards are met
The Ideal Candidate
  • Paraplanner RO4 Qualified or part qualified
  • Practical experience in a similar role is highly desirable
  • Commitment to ongoing professional development and study support
  • Excellent communication and teamwork skills
Our Business

We are a fast-growing wealth management business that values our employees' career growth and development. Our relaxed but hard-working environment encourages employees to achieve their goals and provides opportunities for career advancement.



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