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  • Salary: £45000 - £50000 per annum + Benefits
  • Location: Birmingham, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    02 Jan 2019
  • Job reference: 31044

We have an exciting opportunity for an experienced Senior Paraplanner to work with an award-winning, leading wealth management firm in Birmingham City Centre.


My client is looking for an Chartered Paraplanner for the very exciting opportunity to work with the company's highest profile clients and to gain exposure to complex HNW advice. The successful candidate will be the most senior member of the paraplanning team and help to motivate and drive the team forward.


  • Provide appropriate support for Financial Planning Managers
  • Produce new business reports and reviews
  • Sitting in on meetings alongside the Chartered Advisor
  • Support preparation of client review and new client meetings
  • Support colleagues with client interaction and by developing an awareness of client management and advice processes
  • Support client delivery under the guidance of Financial Advisors/Planners

To be successful you will need

  • Has attained CII Level 6 Diploma in Regulated Financial Planning or working towards it
  • Experience in a similar role and environment
  • Experience of tax and trust planning would be advantageous
  • Accuracy, numeracy, attention to detail
  • Ability to meet deadlines/work within restricted timescales
  • Collaborative and inclusive approach to work

If successful, you will benefit from

  • A salary circa £50,000
  • Company benefits and employee rewards package
  • Clear career development opportunities and progression pathways
  • Flexible work environment

This is an exciting opportunity for a Paraplanner in Birmingham to develop their career by working with a very well recognised and leading name within the industry, who are looking for a genuine, expert, ambitious Paraplanner with strong technical capability.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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