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Permanent

Paraplanner

Birmingham
money-bag 35000.00-35000.00 Annual
3141810918
Posted Yesterday

ParaPlannerLocation: Market Harborough or BirminghamEmployment Type: Full-Time (with an early Friday finish)Salary: £35,000-£42,000 (depending on experience)Take your paraplanning career to the next level with a growing, supportive financial planning firm offering hybrid working, early Friday finishes, and genuine career development.About the RoleAn established and expanding financial planning practice is looking for an experienced Paraplanner to join its technical support team. This is an excellent opportunity to work in a collaborative environment where your technical expertise is valued, your professional development is encouraged, and work-life balance is a genuine priority.You''ll work closely with Financial Planners to deliver high-quality technical support, helping provide tailored financial planning solutions and excellent client outcomes.About YouWe''re looking for someone who has:Proven experience as a Paraplanner within financial planning or wealth management.A Level 4 Diploma in Regulated Financial Planning (or equivalent).Strong knowledge of pensions, investments and tax-efficient planning strategies.Excellent report-writing skills with the ability to explain complex information clearly.Experience using cashflow modelling software, CRM systems and financial research platforms.Strong attention to detail and a proactive, collaborative approach.A desire to continue developing technical knowledge and expertise.Key ResponsibilitiesConduct research across pensions, ..... full job details .....

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