Overview
We are currently looking for a bright and experienced Paraplanner seeking a new opportunity with a well-established, prestigious company based near Birmingham City Centre.
Supporting the wider team, you will help build, maintain, and develop relationships with key stakeholders while providing an exceptional level of service. This is an exciting opportunity, as we are not just looking for a Paraplanner—we are looking for someone with the skills, drive, and ambition to get involved in a range of exciting projects.
Qualifications
The ideal candidate will have:
- Previous experience in a Paraplanner or IFA role.
- A Financial Planning Level 4 Diploma (or equivalent).
- Excellent communication skills.
- A strong understanding of relevant legislative and regulatory requirements.
For further information about this role, please contact Kieran at Katie Bard for more details, or apply now to be considered.
Paraplanner - Leading Wealth Management Firm 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.
Contact Details:
Katie Bard (Angela Mortimer Plc) Recruitment Team
