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Paraplanner
Location: Birmingham, 2 days a week working from home
Salary: Up to £45,000
Duration: Full Time, Permeant
We are working with a well renowned Birmingham based IFA who are looking to grow their Paraplanning team with 2 new paraplanners, due to acquisitions in 2025 and transitioning from outsourced to in house paraplanning.
As a Paraplanner, you will work closely with financial planners to provide comprehensive support in the preparation of financial plans. You will be responsible for research, analysis, and the drafting of reports to assist in creating tailored solutions for our clients. This is an excellent opportunity for someone looking to grow their career in financial planning within a collaborative and supportive environment.
Key Responsibilities:
- Assist financial planners in preparing financial plans, investment strategies, and recommendations.
- Conduct research on investment products, pensions, tax, and other financial matters.
- Analyse client data to support financial recommendations.
- Prepare and maintain client documentation and reports.
- Liaise with clients, providers, and other professionals as required.
- Ensure that all work complies with regulatory requirements and company policies.
- Manage and track the progress of client cases and ensure timely delivery of financial plans.
What We Offer:
- Salary up to £45,000
- Hybrid working with 2 days a week working from home
- Support for further professional development and qualifications.
- 25 days annual leave + bank holidays
- Discretionary annual bonus
- Great Track record of progression from the paraplanning to advice team
What’s Next?
If you would like to apply for the Paraplanner position please submit your cv now, if you meet the requirements one of our consultants will be in touch with you within 24 hours!
Paraplanner, Financial Planning Technician, IFA, Wealth Management, Financial Services, Independent Financial Advice
