Paraplanner in Birmingham

Paraplanner in Birmingham

Birmingham Full-Time No working from home possible
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Paraplanner | Hybrid | Up to £45K + Benefits | Career Progression Company Overview

Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence?

Join one of the UK’s leading independent wealth management firms, where you’ll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role – it's a launchpad for long-term career growth.

The Opportunity

  • Salary up to £45,000 depending on experience

  • Full-time, permanent position with hybrid working

  • Join a progressive firm where paraplanning is recognised as a core professional function – not just a stepping stone

  • Access structured CPD, exam support, and mentoring from senior technical professionals

Your Role as a Paraplanner

As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience.

Key Responsibilities:

  • Conduct in-depth research across pensions, investments, protection, a...

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Contact Details:

Ortus PSR Careers Recruitment Team