Paraplanner & IFA Expert – Financial Planning in Birmingham

Paraplanner & IFA Expert – Financial Planning in Birmingham

Birmingham Full-Time No working from home possible
Katie Bard (Angela Mortimer Plc)

Katie Bard & Angela Mortimer Plc in Birmingham is seeking a bright and experienced Paraplanner to join a well-established team near the city centre. You will support the financial planning process, help build relationships with stakeholders and contribute to a variety of projects.

The role requires previous Paraplanner or IFA experience, a Financial Planning Level 4 Diploma (or equivalent), and excellent communication skills to navigate regulatory requirements confidently.

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Paraplanner & IFA Expert – Financial Planning in Birmingham employer: Katie Bard (Angela Mortimer Plc)

Join a dynamic and supportive team at a leading UK-wide organisation, where your expertise as a Senior Payroll Specialist will be valued and recognised. With a hybrid working model that promotes work-life balance and a culture focused on employee development, you will have access to continuous growth opportunities while contributing to an outstanding employee experience. Located in the picturesque Stratford-upon-Avon, this role offers not just a job, but a chance to thrive in a collaborative environment that prioritises both professional and personal fulfilment.

Katie Bard (Angela Mortimer Plc)

Contact Details:

Katie Bard (Angela Mortimer Plc) Recruitment Team