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Contract

Paraplanner

Birmingham
money-bag 50000.00-50000.00 Annual
3121136655
Posted 1 week ago

Paraplanner (15-Month FTC - Maternity Cover)Private Wealth Management HNW and UHNW Clients Hybrid (UK)Salary: up to £60,000 + Excellent Benefits (Negotiable)We are working with a leading UK private wealth management firm seeking an experienced Paraplanner to join their team on a 15-month fixed term contract to cover maternity leave. This is a rare opportunity to work closely alongside one of the firm''s top Financial Planners, supporting an established portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.This role requires someone confident operating at the highest level of financial planning, with strong technical ability and experience supporting complex client needs.The RoleYou will play a key role within a high-performing advisory team, providing comprehensive paraplanning support including:Production of high-quality suitability reports and technical recommendationsCashflow modelling and detailed financial analysis for HNW/UHNW clientsResearch across a broad range of sophisticated planning solutionsLiaising closely with Financial Planners, investment teams, and clients where requiredEnsuring all advice and documentation meets regulatory and compliance standardsSupporting complex planning areas including tax, estate planning, pensions, and investment structuringAbout YouTo be considered, you will need:Diploma in Regulated Financial Planning (minimum requirement)Ideally Chartered or working towards Chartered statusProven paraplanning experience within H

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