Paraplanner Progression into Financial Advice
Location: Birmingham City Centre
Salary: Up to £50,000 DOE
Working Pattern: Hybrid - 2 days office-based, Tuesday & Wednesday
Are you an experienced Paraplanner looking for a role that could eventually lead into Financial Advice?
I m working with an established Wealth Management business in central Birmingham that is looking to hire a Paraplanner based on their experience, qualifications and long-term potential, rather than simply a fixed job description.
This is a great opportunity for someone who enjoys Paraplanning but has their sights set on becoming a Financial Adviser in the future.
The Role You ll work closely with experienced Financial Planners, supporting the advice process while developing your knowledge and experience.
There will also be opportunities to shadow Advisers and attend client meetings, giving you genuine exposure to the advice side of the business.
The role is hybrid, with Tuesday and Wednesday in the Birmingham office, with some flexibility required when meetings or shadowing opportunities take place.
What We're Looking For
- Experienced Paraplanning background
- Strong technical knowledge and attention to detail
- Relevant financial services qualifications
- Ambition to progress towards a Financial Adviser role
- Strong communication and relationship-building skills
- Someone who wants to develop rather than simply perform a set role
What's On Offer
- Salary up to £50,000, depending on experience, qualifications and potential
- Hybrid working
- Genuine career progression towards Financial Advice
- Opportunity to work alongside and shadow experienced Financial Planners
- Private Medical Insurance
- 25 days annual leave
- 8x salary Life Assurance
- Strong pension contribution
- Support with relevant training, qualifications and professional exams
- Study leave and exam support
This is an excellent opportunity for a Paraplanner who knows they want to move into Financial Advice and wants to join a business that will support that progression.
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