Remote Paraplanner for Wealth & Retirement Planning in Birmingham

Remote Paraplanner for Wealth & Retirement Planning in Birmingham

Birmingham Full-Time 40500 - 49500 Β£ / year (est.) Working from home possible
Eden Rose

At a Glance

  • Tasks: Provide top-notch technical support and research for financial planners.
  • Company: Eden Rose, a growing financial planning business based in Birmingham.
  • Benefits: Fully remote role with flexible working hours and career development opportunities.
  • Other info: Supportive environment with a focus on exceptional client experiences.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Experience in paraplanning and strong analytical skills required.

The predicted salary is between 40500 - 49500 Β£ per year.

Eden Rose in Birmingham is seeking an experienced paraplanner to join a growing financial planning business.

This is a fully remote role supporting a team of Financial Planners, either within a dedicated office structure or a centralised paraplanning function.

The successful candidate will deliver high-quality technical support, research, suitability reports, and client recommendations to help advisers provide an exceptional client experience.

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Remote Paraplanner for Wealth & Retirement Planning in Birmingham employer: Eden Rose

Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Remote Paraplanner for Wealth & Retirement Planning in Birmingham

Technical Support
Research Skills
Suitability Reports
Client Recommendations
Financial Planning Knowledge
Attention to Detail
Communication Skills