Wesleyan is seeking an experienced Paraplanner to join its Financial Planning team in Birmingham. You will work closely with Specialist Financial Planners and Advisers, providing technical analysis, research and high-quality suitability reports across complex cases to support compliant, well-evidenced advice.
You’ll contribute to estate planning, retirement, pension switching and investment replacements while maintaining strong client documentation and records in a collaborative, flexible hybrid
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Hybrid Paraplanner — Financial Planning Expert 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.
