Birmingham

Recruiter Managing This Role

Paraplanner (Progression to advice) Birmingham City Centre (Hybrid) £35,000 to £50,000

An opportunity has arisen for an experienced paraplanner to join a well-established and award-winning financial planning firm in the heart of Birmingham. This role is ideal for a detail-oriented professional who enjoys complex calculations, in-depth research, and supporting advisers with high-quality financial planning.

The Role

As a key part of the financial planning team, you will play a crucial role in delivering excellent service to clients. Your responsibilities will include conducting research, preparing suitability reports, assisting with cash flow modelling, and ensuring all documentation meets regulatory standards. You will also work closely with advisers to prepare for client meetings, providing valuable insi...