Overview

Senior Paraplanner

Birmingham (North East outskirts of City Centre)

£30,000 – £40,000 depending upon experience

Are you an experienced Paraplanner who is now considering your next move?

  • Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
  • Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
  • Would you like to have full admin support?

If so, we can help…

Company/Role Information

  • Our client is an independent advisory firm with 30 in the company – including 4 Administrators
  • As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
  • This role is all about collaborating with the Advisers on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Hybrid working available after probation
  • Hours 9am-5pm, 25 days holiday + BH

So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.