Financial Paraplanner Role

1 day ago


Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

Ernest Gordon Recruitment Limited

Salary and Benefits

In Birmingham, you can expect a salary of £35,000 per annum, plus benefits such as bonus, private medical insurance, pension, 23 holiday days, training, and study support.

About the Role

This paraplanning position involves assisting financial advisers with data entry, submitting applications, drafting reports, conducting research, and client administration. The company encourages promotions from within and supports employees in gaining professional qualifications.

Required Skills and Qualifications

The ideal candidate will have experience in wealth management, hold or want to complete the CII Financial Planning Diploma, and be willing to widen their industry knowledge. You should have expertise in pensions, ISA, trusts, mortgage protection, and investments.

What We Offer

As a valued member of our team, you will work closely with advisors and enjoy a relaxed yet hard-working environment. Our business is committed to growth, development, and employee satisfaction.


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