Paraplanner
Posted 2 days 12 hours ago by Ellis James Partners Limited
£35,000 - £50,000 Annual
Permanent
Full Time
Other
Birmingham, United Kingdom
Job Description
Paraplanner Central Birmingham £35-50k Hybrid (2 days in office) We're working with a well-respected independent financial planning firm in central Birmingham looking to add a paraplanner to their team. This is a proper paraplanning role - working closely with advisers across the full client journey, supporting on pensions, investments and protection, and producing high-quality, compliant advice. You'll be involved in:
- Writing suitability reports
- Technical research and calculations
- Portfolio analysis and recommendations
- Supporting implementation and ongoing client work
- Attending client meetings where appropriate
- Paraplanning experience
- Level 4 Diploma (or close)
- Strong technical and report writing capability
- Attention to detail and pride in output