Paraplanner - North Birmingham £30,000

Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their North Birmingham offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards.

You will have at least 5 years good paraplanning experience and be highly capable in producing reports, fund research with all aspects of administration and clerical duties included. This role also involves a strong compliance element; you must have a strong compliance understanding, general skills and ideally have held a relevant compliance position previously as you will report to and work closely with the Compliance Manager.

You will be technically capable and have previous exposure to a wide range of back-office software packages such as 1st Adviser/exchange/Avelo. Our client is offering a competitive and negotiable basic salary alongside an attractive benefits package, and the comfort of working in a busy yet very friendly office environment. Level 4 Dip PFS is preferred.