Senior Paraplanner - Lead Role in Wealth Planning - Up to £65K - Solihull
other jobs WEALTHLINK RECRUITMENT LTD Job
Added before 10 Days
- England,West Midlands,Solihull
- full-time
- £50,000 - £65,000 per annum
Job Description:
Senior Paraplanner- Birmingham - Up to £65K
We are working with a well-established wealth planning firm in Birmingham that is looking for an experienced Senior Paraplanner to take on a lead role within the business. This position offers the opportunity to mentor junior team members and play a key role in shaping the firm’s paraplanning function. The firm provides holistic financial planning solutions to company owners, HNWIs, and mass affluent clients.
This is an excellent opportunity for a Paraplanner who enjoys working closely with advisers, overseeing technical research and report writing, and contributing to the development of best practices within the team.
What’s on offer?
* Salary up to £65,000 depending on experience
* Bonus scheme based on achieving targets
The ideal candidate will:
* Be a preferably qualifiedParaplanner (Diploma qualified or working towards Chartered status)
* Have experience in an independent wealth planning firm
* Be proficient with financial planning tools such as FEAnalytics, Cashflow Modelling, Dynamic Planner Risk Profiling, and Product Research
* Have experience with a wide range of financial products including pensions, investments, and protection across multiple providers
* Be technology-driven and process-oriented to improve efficiency
Key Responsibilities:
* Act as the lead Paraplanner, overseeing technical research and mentoring junior team members
* Prepare suitability reports and financial planning proposals, ensuring compliance with regulatory requirements
* Perform cashflow modelling and risk profiling to assess the impact of financial recommendations
* Monitor investment performance and conduct fund comparisons using tools such as FEAnalytics
* Work closely with advisers and attend client meetings, supporting the formulation of financial planning strategies
If you are an ambitious Senior Paraplanner looking to take on a leadership role in a growing firm, apply now and one of our consultants will be in touch within 24 hours!
(Keywords: Paraplanner, Senior Paraplanner, Lead Paraplanner, Financial Planning, Wealth Management, IFA Support, Paraplanner Manager)
We are working with a well-established wealth planning firm in Birmingham that is looking for an experienced Senior Paraplanner to take on a lead role within the business. This position offers the opportunity to mentor junior team members and play a key role in shaping the firm’s paraplanning function. The firm provides holistic financial planning solutions to company owners, HNWIs, and mass affluent clients.
This is an excellent opportunity for a Paraplanner who enjoys working closely with advisers, overseeing technical research and report writing, and contributing to the development of best practices within the team.
What’s on offer?
* Salary up to £65,000 depending on experience
* Bonus scheme based on achieving targets
The ideal candidate will:
* Be a preferably qualifiedParaplanner (Diploma qualified or working towards Chartered status)
* Have experience in an independent wealth planning firm
* Be proficient with financial planning tools such as FEAnalytics, Cashflow Modelling, Dynamic Planner Risk Profiling, and Product Research
* Have experience with a wide range of financial products including pensions, investments, and protection across multiple providers
* Be technology-driven and process-oriented to improve efficiency
Key Responsibilities:
* Act as the lead Paraplanner, overseeing technical research and mentoring junior team members
* Prepare suitability reports and financial planning proposals, ensuring compliance with regulatory requirements
* Perform cashflow modelling and risk profiling to assess the impact of financial recommendations
* Monitor investment performance and conduct fund comparisons using tools such as FEAnalytics
* Work closely with advisers and attend client meetings, supporting the formulation of financial planning strategies
If you are an ambitious Senior Paraplanner looking to take on a leadership role in a growing firm, apply now and one of our consultants will be in touch within 24 hours!
(Keywords: Paraplanner, Senior Paraplanner, Lead Paraplanner, Financial Planning, Wealth Management, IFA Support, Paraplanner Manager)
Job number 2206298
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Company Details:
WEALTHLINK RECRUITMENT LTD Job
Company size: 1–4 employees
Industry: Recruitment Consultancy
We are a specilist Wealth Management recruitment agency that works with small and mid sized IFAs across the UK to connect them with the best wealth ta...