Paraplanner - Birmingham, West Midlands

Ref: 154Monday 27 June 2022

£38,000 - £45,000

I am working with a leading National Wealth Management firm, looking for an experienced Paraplanner to join up with the team, offering strategic and holistic financial planning advice nationwide.

Flexible working available with an excellent benefits package, including full exam support for professional qualifications.


Analyse and assess information from third parties.

Prepare and analyse Critical Yield Calculations/Charges comparisons.

Prepare suitability reports.

Process surrender, withdrawal requests and payment change requests across Investments, Pensions and Life products.

Liaise and deal with Client, Adviser and Provider correspondence including telephone, email and letter all within a timely manner.

To Be Considered

Previous experience working within the financial services industry as a Paraplanner.

Understanding and knowledge of financial services products available within the advice setting.

Suitability Report writing experience.

Level 4 Diploma in Financial Planning 

Good level of technical knowledge especially in respect of pensions and investments.

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