Hybrid Paraplanner: Research-Driven Wealth Planning

Premier Jobs UK; Birmingham; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Early finish every Friday

28 days holiday + bank holidays + own)

Employer pension contribution

Life cover

Health and wellbeing benefits

Job summary

Premier Jobs UK is recruiting for a Hybrid Paraplanner role in the UK, with Birmingham as a primary option. You will support a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability reports within a centralised team.

You will develop technical knowledge across pensions and investments, with progression into senior paraplanning or technical roles. Hybrid working is offered with some office presence and training support.

Qualifications

• Paraplanner with experience in financial planning or wealth management
• Level 4 Diploma in Regulated Financial Planning
• Strong technical knowledge across pensions and investments

Skills

Paraplanner experience

Level 4 Diploma

Pensions knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Cash flow modelling software

Job description

Premier Jobs UK is recruiting for a Hybrid Paraplanner role in the UK, with Birmingham as a primary option. You will support a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability reports within a centralised team.

You will develop technical knowledge across pensions and investments, with progression into senior paraplanning or technical roles. Hybrid working is offered with some office presence and training support.