Experienced Paraplanning Professional Wanted

4 days ago


Birmingham, Birmingham, United Kingdom Bruin Full time

Paraplanning Role Overview

We are seeking an accomplished Diploma Qualified Paraplanner to act as a key member of our Wealth Management Team in Birmingham.

As a Paraplanner, you will be responsible for:

  • Conducting high-quality research on financial planning products and services.
  • Completing accurate calculations and cash-flow modelling to support recommendations.
  • Preparing suitability reports and letters for Wealth Planners.
  • Coordinating technical documents and research for client presentations.
  • Maintaining technical knowledge and expertise.

The ideal candidate will have a strong background in Financial Planning practices and disciplines, including Investments, Pensions, and Protection.

While this role is focused on paraplanning, there is potential for professional development and advancement within the company.



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