Senior Paraplanner

Paraplanner - Birmingham, West Midlands

Ref: 716Thursday 9 June 2022

£40,000 - £52,000

A Wealth Management practice in Solihull are hiring for a Paraplanner to join their back office team.


The People

Despite continued growth since the company was formed in 2014, our wealth management practice has retained the feel of a family run business. A positive culture and a team that works collaboratively creates an enjoyable working environment where employees can grow and develop their professional skills. We have regular team building and social events, where employees get the chance to get to know each other outside of the working environment.


Role Function

Working closely with our Senior Paraplanner, this role is a client facing research role providing technical support to UHNW clients on Pensions & Investment cases. You will be supported by a team of Technical Administrators who collect the information required to analyse clients’ plans and build effective solutions.


The Benefits

  • Salary up to £52,000
  • 4% employer pension contribution, with salary sacrifice option available under which we will contribute the NI savings
  • 25 days annual leave plus bank holidays
  • Exam funding, subject to agreed training and development plans
  • Access to an industry leading Employee assistance program for employees and their families
  • Option to join PMI
  • Annual bonus scheme that rewards employees on both the success of the company as a whole, alongside their own personal performance
  • Access to a non-contributory employee share scheme
  • Regular team building days


The Development Opportunities

Our plan is continue on the growth journey, providing a vast amount of opportunity for employees to progress in their careers, whatever their goals may be. We create bespoke development plans for each employee and provide funding for any agreed qualifications to be undertaken. Our bonus and share schemes encourage everybody to work towards the same goal, rewarding the valued contribution that each team member makes.

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