Paraplanner

Talent Guardian

Posted a day ago, valid for 11 days

Birmingham, West Midlands B27 6QS, England

£38,000 per annum

Full Time

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Sonic Summary

The position is for a Paraplanner in the Financial Services sector, located in Birmingham with a hybrid work option.
The salary for this role is £38,000 per annum.
Candidates should have experience as a Paraplanner within a Financial Planning firm.
Key responsibilities include preparing financial planning reports, conducting research, and ensuring compliance of client documentation.
The firm offers support for further qualifications and career development in a friendly team environment.

Paraplanner
Financial Services
Financial Advisory

Paraplanner Location: Birmingham / HybridHours: Monday to Friday, 9:00 AM – 5:00 PMSalary: £38,000 per annum Are you an experienced Paraplanner looking to take the next step in your career?We are seeking a Paraplanner for a well-established Financial Planning firm based in Birmingham. This role is perfect for someone who wants to work with a dedicated team in a constantly evolving company.As a Paraplanner, you will play a key role in supporting Financial Planners by preparing detailed reports, conducting research, and ensuring that our clients receive exceptional service. Your expertise will be crucial in helping clients achieve their financial goals. Key Responsibilities:

Prepare high-quality financial planning reports and recommendations
Conduct research on financial products and investment strategies
Assist with cash flow modelling and technical analysis
Ensure all client documentation is compliant and up to date
Work closely with Financial Advisers and Administrators to provide seamless client support

What We’re Looking For:

Experience as a Paraplanner within a Financial Planning firm is beneficial
Strong knowledge of pensions, investments, and protection products
Excellent attention to detail and analytical skills
Ability to work effectively in a collaborative, office-based environment

What is on offer:

£38,000 per annum & benefits package
Support for further qualifications and career development
Friendly and professional team environment
A chance to work with a highly regarded Financial Planning firm

If you are an experienced Paraplanner looking for a new opportunity in a supportive and professional environment, we’d love to hear from you!

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