Wesleyan invites applications for a Paraplanner to join the Financial Planning team in Birmingham. You will work with Specialist Financial Planners and Advisers, delivering technical analysis and research across complex cases to support suitable client outcomes.
Key duties include preparing case documentation, illustrations, and suitability reports, while maintaining high standards of evidence, compliance and timely delivery. Hybrid working and a supportive environment are offered.
Hybrid Paraplanner — Estate & Pension Planning in Birmingham employer: Wesleyan
Wesleyan is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals seeking to make a meaningful impact in their field. With a strong commitment to employee growth and development, our hybrid working model allows for flexibility while maintaining a supportive environment in our Birmingham office. Join us to be part of a team that values integrity and empowers you to shape the future of capital management.
