Paraplanner - Flexible working - Birmingham, England
Only for registered members Birmingham, England, United Kingdom
1 month ago
* This salary range is an estimation made by beBee
Job summary
A leading UK wealth management firm in Birmingham is looking for a Paraplanner to join their team. The role offers a modern and flexible working arrangement, with a minimum of one day per week in the central Birmingham office.
Responsibilities
- Preparing detailed suitability reports across a wide range of financial planning areas and products.
- Conducting technical research and ensuring advice meets client needs and regulatory standards.
- Supporting Senior Financial Planners in client meetings, including presenting cashflow modelling where required.
- Maintaining accurate client records and ensuring all compliance requirements are met.
Qualifications
- Demonstrable paraplanning experience with strong technical knowledge across pensions, investments, protection and tax planning.
- Level 4 Diploma in Financial Planning (DipPFS) (or equivalent) as a minimum, with a desire to progress towards Chartered status.
Job description
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