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Paraplanner

Heat Recruitment
Job LocationBirmingham
EducationNot Mentioned
Salary£35,000 - £47,500 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Job Title: ParaplannerLocation: Birmingham with Remote Working (office presence required once a month)Salary: £35,000-£47,500+ - dependent on experience + qualifications Benefits: Private Medical Insurance (PMI), DIS 4x Salary, 5% Employer Pension ContributionOur well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Birmingham with the flexibility of remote working, this role offers a perfect blend of professional growth, stability, and work-life balance.Key Responsibilities:

  • Collaborate with financial advisors to create comprehensive financial plans for clients.
  • Conduct research and analysis to support the development of suitable financial strategies.
  • Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements:
  • Minimum of 2 years experience as a Paraplanner.
  • Level 4 qualification is mandatory.
  • Proven track record of steady employment and commitment to roles.
  • Ability to balance remote work with occasional in-person meetings.
What nextIf you are a dedicated and experienced Paraplanner looking to join a thriving team, we want to hear from you!If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriaterecommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, ReportWriter, Para-planner, Para planner, Adviser SupportRequired skills
  • 1Financial Services
  • 1Paraplanning
  • 1Report Writing
  • 1Wealth Management
  • 1Independent Financial Advice

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