Paraplanner
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-01-22
Listing for:
Asset Recruit
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Reporting
Job Description & How to Apply Below
We are recruiting for experienced Paraplanners for our award-winning wealth management client. They are currently looking to recruit at their Birmingham office. Our client is the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients.
Responsibilities- Preparation of reports for clients on financial planning matters
- Undertake research as required for specific projects
- Preparing suitability reports on behalf of the adviser
- Obtaining quotations and other relevant literature to accompany client reports
- Preparation of packs for meetings with clients including investment valuations
- Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems
If you would like to further your financial planning career with one of the most resected firms out there and have the skills to match, please apply today.
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