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Permanent

Paraplanner

Birmingham
money-bag 45000.00-45000.00 Annual
3090034737
Posted Today

ParaplannerLocation: Birmingham (Hybrid - 2-3 days office-based)Salary: £45,000 - £60,000 + bonus and benefitsAn established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Birmingham office.This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression.The Role:Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base.Key responsibilities will include:Developing financial planning strategies aligned to client objectivesProducing clear, client-focused suitability and financial planning reportsCashflow modelling, tax calculations and technical researchLiaising with product providers and internal stakeholdersEnsuring all work meets FCA and internal compliance standardsAbout You:Diploma in Financial Planning (Level 4) qualified or aboveStrong technical knowledge across holistic financial planningExcellent written communication and attention to detailA proactive, solutions-focused mindsetSuitable for Paraplanners from newly qualified through to more experienced levelsWhat''s on Offer:Salary of £45,000 - £60,000 (flexible for the right candidate)Annual

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