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Permanent

Paraplanner

Birmingham
money-bag 35000.00-35000.00 Annual
3086190209
Posted Yesterday

Paraplanner Central Birmingham £35-50k Hybrid (2 days in office) We''re working with a well-respected independent financial planning firm in central Birmingham looking to add a paraplanner to their team. This is a proper paraplanning role - working closely with advisers across the full client journey, supporting on pensions, investments and protection, and producing high-quality, compliant advice. You''ll be involved in:Writing suitability reportsTechnical research and calculationsPortfolio analysis and recommendationsSupporting implementation and ongoing client workAttending client meetings where appropriateIt''s a collaborative setup where paraplanners are part of the advice process - not just report writers. For those interested, there is a clear route into advisory over time, but the role is equally suited to someone who wants to develop as a career paraplanner.What matters:Paraplanning experienceLevel 4 Diploma (or close)Strong technical and report writing capabilityAttention to detail and pride in outputHybrid working (2 days in the office), with a supportive team, good systems, and a quality client base. If you''re looking for a well-run firm and a solid long-term role, it''s worth a conversation. Get in touch with Ellis Mears at EJP for full ..... full job details .....

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