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An opportunity has arisen for an experienced paraplanner to join a well-established, award winning financial planning firm in the centre of Birmingham. This role is ideal for a qualified/ near to CII-qualified paraplanner who thrives on complex calculations and detailed meeting preparation.
The Role:As a key part of the financial planning team, you will support advisers in delivering high-quality advice to clients. Your responsibilities will include conducting research, preparing suitability reports, and ensuring all documentation meets regulatory standards. You will also play a critical role in preparing for client meetings, ensuring that advisers have all necessary insights and reports to provide the best possible service.
Key Responsibilities:
- Conduct in-depth research and analysis to support financial planning recommendations
- Prepare reports and documentation in line with compliance requirements
- Assist with cash flow modelling and complex calculations
- Work closely with advisers to prepare for client meetings
- Keep up to date with industry changes and evolving regulations
Requirements:
- Progress towards CII qualifications (Diploma in Regulated Financial Planning or equivalent)
- Strong experience in paraplanning, particularly with complex calculations
- Excellent attention to detail and ability to interpret financial data
- Proactive approach and ability to work independently
- Strong communication and organisational skills
What’s on Offer:
- Hybrid working model, offering flexibility between home and office
- Opportunities for further professional development and career progression
- A collaborative and supportive working environment
This is an excellent opportunity to take your paraplanning career to the next level in a dynamic and professional firm. If you have a passion for financial planning and enjoy tackling complex challenges, we would love to hear from you.
To apply or learn more, please get in touch.
