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Permanent

Paraplanner

Birmingham
money-bag 36000.00-36000.00 Annual
3087338487
Posted Today

Role: ParaplannerLocation: Birmingham (Hybrid Working)Salary: £36,000 - £50,000An established and growing Chartered financial planning firm in Central Birmingham is seeking a paraplanner to join its technical team. This is an excellent opportunity to work within a genuinely client-focused business that values long-term relationships, high-quality advice, and the highest professional standards.The firm advises a broad range of HNW clients and continues to grow year on year. It also has an excellent reputation for developing its people and supporting long-term progression.The RoleYou will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client''s needs and long-term objectives.This role is ideal for someone who is ambitious about their professional development. The business is keen to support the successful candidate towards achieving Chartered Financial Planner status over the coming years, so a strong interest in advancing technical knowledge and progressing into advice is essential.You will be supported by a well-established administrative team who handle the majority of client queries. This allows the paraplanning role to focus on the technical elements of financial planning, including direct involvement in client meetings.Key ResponsibilitiesPrepare suitability reports, cashflow models, and technical research to support Financial Planners.Conduct detailed research on pensions, investments,

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