Paraplanner

Paraplanner

Paraplanner

Recruit Uk

Reed

Birmingham, West Midlands (County)

3 hours ago

No application

About

Job Title: ParaplannerIndustry: Financial PlanningLocation: BirminghamSalary: Up to £46,000Job Reference: 9976Job Description:Recruit UK are working with our a national wealth management client, who are seeking a talented Paraplanner to join their Birmingham office.This is an excellent opportunity to work alongside a team of experienced Financial Planners, supporting client meetings, preparing high-quality advice reports, and helping deliver an exceptional client experience. You'll be part of a well-established Paraplanning function that values technical expertise, personal development, and collaboration.This hybrid position requires just 1 day per week in the office, offering a great work-life balance.Benefits:Competitive salary up to £46,000 (dependent on experience)Hybrid working (1 day per week in office)Generous ER pension contributionPrivate medical insuranceLife assuranceGenerous holiday package + option to purchase additional daysStructured training programme with Training & Competency oversightOngoing support for professional development and qualificationsCollaborative environment with experienced Paraplanners and AdvisersSkills and Experience Required:Level 4 Diploma in Financial Planning/Regulated Financial Planning (CII or equivalent) – essentialDemonstrable experience as a Paraplanner with strong technical knowledgeExcellent written and verbal communication skillsConfident working with cashflow modelling toolsStrong understanding of the FCA’s suitability requirements (COBS)Ability to manage stakeholder relationships and influence positive outcomesDesired: Level 6 / Chartered status and AF7<