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Financial Analyst Financial Services Financial Reporting

Experienced Paraplanner – Wealth Management

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Asset Recruit
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Financial Reporting
Job Description & How to Apply Below
A leading wealth management firm is seeking experienced Paraplanners to support their financial planning team in Birmingham. Ideal candidates will have a strong background in preparing financial reports and conducting necessary research for client projects. Duties will include creating suitability reports and maintaining client portfolios. This is a career opportunity with one of the UK's fastest-growing firms, managing over £10bn in client assets.

Interested applicants are encouraged to apply today.
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