Paraplanner - Birmingham, West Midlands

Ref: 307Wednesday 22 June 2022

£30,000 - £36,000

A national IFA firm is looking to hire a Paraplanner in Birmingham to support the regional IFA’s.

You will provide vital technical support to the Financial Planners and a positive experience for customers.  you will play a critical role in the advisory service by reviewing, analysing, and preparing compliant recommendations for clients. As such, you must be able to research and prepare excellent suitability reports that are in accordance with the business’s investment philosophy and client values.


Package includes:

You will receive a competitive salary and benefits package including flexible working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme and Death in Service. In addition, we offer opportunities for career progression to match your career aims and ambitions.



Be qualified to level 4

Have detailed knowledge of pensions, investments and estate planning

Be articulate in both verbal and written communication

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