Back to search
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 - £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help...
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office - including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- This role is all about collaborating with the Advisers on each client's financial plan -they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
