Paraplanner (Remote)

TN United Kingdom; Birmingham; Remote; GBP 35,000 - 40,000; Full time

Job summary

A well-established financial services firm is seeking an experienced Paraplanner to join their dynamic team in Birmingham, offering remote work flexibility. This role provides a blend of professional growth, stability, and work-life balance, with responsibilities including creating financial plans and ensuring compliance.

Benefits

Private Medical Insurance

Death In Service: 4X Salary

5% Employer Pension Contribution

28 days Holiday + Bank Holidays

Remote/flexible working

Qualifications

• Minimum of 2 years experience as a Paraplanner.
• Proven track record of steady employment.
• Ability to balance remote work with occasional in-person meetings.

Responsibilities

• Collaborate with financial advisors to create comprehensive financial plans.
• Conduct research and analysis for financial strategies.
• Prepare and maintain accurate client files for compliance.

Skills

Financial Planning

Research and Analysis

Compliance

Education

Level 4 qualification

Job description

Location

Birmingham

Salary £35000 - £40000 TypePermanent WorkplaceRemote Ref88164

Recruiter Managing This Role

Job Title: Paraplanner
Location: Birmingham/home based
Salary: Up to £40,000

Benefits:

Private Medical Insurance

Death In Service: 4X Salary

5% Employer Pension Contribution

28 days Holiday + Bank Holidays

Remote/flexible working, 2-3 times a month in Birmingham office.

Our 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.