Wesleyan in Birmingham is seeking an experienced Paraplanner to join our Financial Planning team on a permanent, 35-hour week hybrid basis. You will produce technical analysis, research, and suitability reports, supporting Specialist Financial Planners and Advisers to deliver well-evidenced, compliant client recommendations.
You’ll work across estate and retirement planning, pensions, and investments, ensuring high-quality case files, accurate documentation, and proactive client service.
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Hybrid Paraplanner: Complex Financial Planning in Birmingham employer: Wesleyan Group
Wesleyan is an exceptional employer that prioritises the well-being and development of its employees while making a meaningful impact on vulnerable customers. With a strong focus on collaboration, innovation, and integrity, Wesleyan offers a flexible hybrid working model, competitive benefits including an annual bonus, generous holiday allowance, and opportunities for personal growth in a supportive and diverse culture. Located in Birmingham, employees enjoy the convenience of secure city centre parking and a commitment to work-life balance, making it an ideal place to thrive both professionally and personally.
