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 Birmingham office – 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.