Birmingham
Job Title: Paraplanner
Location: Birmingham/home based
Salary: Up to £40,000
Benefits:
- Private Medical Insurance
- Death In Service: 4X Salary
- 5% Employer Pension Contribution
- 28 days Holiday + Bank Holidays
- Remote/flexible working, 2-3 times a month in Birmingham office.
Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Birmingham with the flexibility of remote working, this role offers a perfect blend of professional growth, stability, and work-life balance.
Key Responsibilities:
- Collaborate with financial advisors to create comprehensive financial plans for clients.
- Conduct research and analysis to support the development of suitable financial strategies.
- Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements:
- Minimum of 2 years’ experience as a Paraplanner.
- Level 4 qualification is mandatory.
- Proven track record of steady employment and commitment to roles.
- Ability to balance remote work with occasional in-person meetings.
What next?
If you are a dedicated and experienced Paraplanner looking to join a thriving team, we want to hear from you!
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support