Hybrid Working Paraplanner

24 hours ago


Birmingham, Birmingham, United Kingdom Austin Fraser Full time

Dynamic Paraplanner Position

We are seeking a skilled Paraplanner to join our team in Birmingham, with a hybrid working arrangement that balances in-office and remote work. This role is ideal for a seasoned professional seeking to progress their career in a dynamic and supportive environment.

About the Job

This position involves providing exceptional client service, conducting thorough research and analysis, creating detailed financial plans and documentation, and handling intricate client investments.

Main Responsibilities
  1. Deliver high-quality client support across various mediums.
  2. Collaborate with financial advisers to develop customized financial plans through in-depth research and analysis.
  3. Compile suitability reports, financial plans, and documentation for client recommendations.
  4. Examine client data, including cash flow modeling and investment research.
  5. Work closely with third-party providers to manage complex client investments.
  6. A degree or diploma in a relevant field, such as the CII Financial Planning Diploma or Paraplanning Diploma, is highly desirable.
Benefits and Salary

This role offers a competitive salary of £38,000 per annum, as well as:

  • 26 days holiday (increasing by 1 day per year for the first 3 years)
  • Birthday off
  • Pension: 5% employer/3% employee (after 3 months)
  • Life Assurance: 4x basic salary (after 3 months)

The successful candidate will be based in Birmingham, with a dynamic hybrid working arrangement that includes 3 days in-office and 2 days from home after probation. The working hours are Monday to Friday, 9am - 5pm, with a 1-hour lunch break.


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