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.
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 on 0121_633_4443, or
Paraplanner – Leading Wealth Management Firm in Birmingham employer: katiebard
At Katie Bard, we pride ourselves on fostering a dynamic and supportive work culture that empowers our employees to thrive. Located in the heart of Birmingham City Centre, we offer competitive benefits, opportunities for professional growth, and a collaborative environment where your contributions are valued. Join us to be part of a team that prioritises excellence and innovation in executive support.
