Location
Birmingham
Salary £35000 – £40000 TypePermanent WorkplaceRemote Ref88164
Recruiter Managing This Role
Job Title: Paraplanner
Location: Birmingham/home based
Salary: Up to £40,000
Benefits:
Private Medical Insurance
Death In Service: 4X Salary
5% Employer Pension Contribution
28 days Holiday + Bank Holidays
Remote/flexible working, 2-3 times a month in Birmingham office.
Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Birmingham with the flexibility of remote working, this role offers a perfect blend of professional growth, stability, and work-life balance.
Key Responsibilities:
Collaborate with financial advisors to create comprehensive financial plans for clients.
Conduct research and analysis to support the development of suitable financial strategies.
Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements:
Minimum of 2 years experience as a Paraplanner.
Level 4 qualification is mandatory.
Proven track record of steady employment and commitment to roles.
Ability to balance remote work with occasional in-person meetings.