Financial Advisory Paraplanner

Description

Experienced Financial Advisory Paraplanner| Birmingham | Up to £40,000 (dependant on experience) Location: Sutton Coldfield

Salary: Up to £40,000 Depending on Experience

Ref: JC/BCR/31848c

Looking for a Financial Advisory Paraplanner role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK.

This is the perfect opportunity for an experienced Financial Advisory Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference.

What you'll be doing:

Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning

Conducting technical research and analysis to support high-quality financial advice

Working closely with a variety of advisers, building strong professional relationships

Managing a diverse caseload, keeping your role fresh and challenging every day

Maintaining high technical standards while meeting deadlines in a fast-paced environmentWhat we're looking for:

An experienced Paraplanner (minimum 2+ years in role)

Ideally Level 4 Diploma qualified (or working towards)

Strong technical knowledge across pensions, investments, and tax planning

Excellent communication skills and a proactive, solutions-focused mindset

Ability to balance multiple cases while delivering accuracy and qualityWhat's in it for you?

Salary up to £40,000 (depending on experience)

Career progression and ongoing professional development

Support towards advanced qualifications (including chartered status)

Generous holiday allowance

Exposure to multiple clients, giving you broader experience than a traditional in-house role

Collaborative, supportive Birmingham-based teamIf you're ready to take your Financial Advisory Paraplanner career to the next level - with more variety, challenge, and growth - this is the role for you.

Apply today and discover what a Paraplanning career with real variety feels like.

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

Ad ID: 5417537208