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Paraplanner

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Location

BIRMINGHAM

Salary £28000 - £42000
TypePermanent
WorkplaceHybrid
Ref85194

Recruiter Managing This Role

Job Title:    Paraplanner
Location:   Edgbaston (B15), UK
Salary:       £30,000 – £45,000

Benefits

  • Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote)
  • 26 days holiday + bank holidays + increasing entitlement with LOS 
  • Matched pension + NI employer contributions 
  • Critical Illness & Life Cover
  • Annual bonus 
  • Quarterly team events 
  • In-house academy with full funding for relevant industry qualifications 

Are you an experienced Paraplanner seeking an exciting opportunity with a dynamic financial services team? This is a great opportunity to join a growing lifestyle Financial Planning firm based in Edgbaston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment and protection advice. 

Join a company that prioritises employee engagement, performance improvement, and offers a friendly atmosphere with long-term progression opportunities!

Responsibilities:

  • Work closely with financial advisors to understand client needs and tailor financial plans accordingly.
  • Conduct thorough analysis of clients’ financial situations, including income, expenses, assets, and liabilities.
  • Produce tailored, bespoke financial planning reports for new business cases, annual reviews, withdrawals, and ad-hoc client needs.

Key Personality Traits Sought:

  • Sociable and comfortable interacting with internal and external stakeholders.
  • Inquisitive nature with a willingness to learn.
  • Strong communication skills.

What next?

If you are a dedicated and motivated individual looking for a challenging yet rewarding role within a supportive team, we welcome you to apply. 

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  

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