SonicJobs Logo
Left arrow iconBack to search

Paraplanner

Heat Recruitment
Posted 4 days ago, valid for 8 days
Location

Bromsgrove, Worcestershire B61 7DU, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The job is for a Diploma-qualified Paraplanner in Bromsgrove, offering a hybrid work arrangement with three days in the office.
  • The position offers a competitive salary of up to £55K, depending on experience and seniority.
  • Candidates must have a minimum of two years' experience in a Paraplanning or technical support role.
  • The role involves providing technical support to Financial Planners, including conducting research and preparing suitability reports.
  • The firm emphasizes career progression and offers a supportive, collaborative working environment.

Paraplanner | Bromsgrove| Hybrid (3 Days in Office) | Up to £55KAre you a Diploma-qualified Paraplanner looking for your next career move? We are working with a well-established and growing financial planning firm in Bromsgrove that is expanding due to business growth and acquisitions. This is a fantastic opportunity to join a forward-thinking firm that values its people and offers genuine career progression.

The Role

As a Paraplanner, you will provide high-quality technical support to Financial Planners, conducting in-depth research, preparing suitability reports, and ensuring compliance with regulatory requirements. This role requires a strong attention to detail, analytical thinking, and the ability to work collaboratively within a professional team.

What We’re Looking For
  • Diploma in Financial Planning (Level 4) - essential
  • Minimum of two years’ experience in a Paraplanning or technical support role
  • Strong knowledge of investment, retirement, and protection products
  • Excellent report writing and analytical skills
  • Ability to work effectively within a fast-paced environment
  • What’s on Offer
  • Competitive salary of up to circa £55K depending on experience and seniority
  • Hybrid working - three days in the office, two from home
  • Career progression opportunities within a growing firm
  • A supportive and collaborative working environment

This is a fantastic opportunity to join a well-respected firm that values technical expertise and professional development. If you’re a motivated Paraplanner looking to take the next step in your career, apply now or get in touch for more details.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.