Paraplanner - Birmingham - £35k-£42k

£35,000 - £42,000 yearly
  • Recruit UK
  • Birmingham, UK
  • 13/05/2022
Full time Paraplanner

Job Description

Title: Paraplanner

Industry: Financial Planning

Location: Birmingham

Salary: £35,000 – £42,000

Job Reference: 15974

Are you a Paraplanner who’s ready for their next challenge?

Who wants to potentially lead a team and also take on additional responsibilities, that fall outside of the ‘norm’ paraplanning role?

Want to work for a company that prides itself on providing holistic independent advice to its clients?


Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner to join a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, they are ready to welcome a Paraplanner into their Birmingham office.

They put their clients at the heart of everything they do, to ensure they are provided with the highest quality service available when providing holistic financial advice. This company runs their own fund solutions investment committee which you have the choice to join and develop your skillset here.

You will be an experienced Paraplanner, supporting the IFA’s with research, analysis and reports. You will have the opportunity to utilize your paraplanner skills and be at the core of the planning process with a strong integration on compliance. This role offers vertical integration of things you can do with great versatility of responsibility. No glass ceilings here.

  • Working with the advisors to fulfil client objectives and identify any shortfalls
  • Request, review and analyse information to produce financial reports
  • Research and acquire information and comparisons for analysis
  • Allocate assets for investment strategy
  • POC for client queries and work directly with IFA’s
  • Wills and trusts with space to develop into estate planning
  • Ensuring FCA regulations and compliance are met
  • Support with ad hoc projects and tasks where required


Benefits for the Paraplanner:

  • 24 days holiday (plus bank holidays and increases with service)
  • Salaries up to £42,000 (flexible dependent on experience)
  • Lovely office in a friendly team
  • Option for a hybrid role
  • Quarterly bonus scheme
  • Parking provided
  • Plus many more flex benefits


Skills and experience required:

  • Minimum Regulated Diploma in Financial Planning (CII) or Level 4 qualified
  • Complete understanding of the Financial Planning process
  • Experience using various software tools (IO/Morning Start/Dynamic Planner)
  • Experience with Transact and Aviva (familiarity with Aegon and Old Mutual)
  • Ability to multitask and prioritise own workload.


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Birmingham on a Paraplanner role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.


Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

• Please mention Financial Planning Jobs when applying for this role •