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Paraplanner - Birmingham City Centre (Hybrid)
An opportunity has arisen for an experienced paraplanner to join a well-established and award-winning financial planning firm in the heart of Birmingham. This role is ideal for a detail-oriented professional who enjoys complex calculations, in-depth research, and supporting advisers with high-quality financial planning.
The RoleAs a key part of the financial planning team, you will play a crucial role in delivering excellent service to clients. Your responsibilities will include conducting research, preparing suitability reports, assisting with cash flow modelling, and ensuring all documentation meets regulatory standards. You will also work closely with advisers to prepare for client meetings, providing valuable insights and ensuring seamless execution of financial plans.
Key Responsibilities
- Conduct in-depth research and analysis to support financial planning recommendations
- Prepare suitability reports and ensure compliance with regulatory requirements
- Assist with cash flow modelling and complex calculations
- Collaborate with advisers to prepare for client meetings
- Stay up to date with industry changes and evolving regulations
Requirements
- CII 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
- Proficiency in Microsoft Office (Word & Excel); experience with Fidelity platform is desirable
What’s on Offer
- Hybrid working model - two days in the office, three from home
- Opportunities for professional development and career progression
- A collaborative and supportive working environment with a flexible approach
This is an excellent opportunity for a skilled paraplanner to take the next step in their career within a forward-thinking financial planning firm.
