Job Details

Paraplanner/ IFA para-panner/ Senior para planner - Birmingham

Sector:Financial Services

Region : West Midlands

Location: Birmingham

Salary: £20,000-35,000 + benefits

Job Ref.: 25863765

Job Information

A dynamic and innovative Financial Planning firm are currently searching for an experienced paraplanner to join their team in their Birmingham.

The ideal candidate will have at least three years' experience at an IFA or Financial Planning firm as a paraplanner and will be confident in writing Suitability Letters and creating report. Experience of Avelo is desirable but not essential however the ideal candidate would be confident in their experience of back office systems.

In terms of qualification, you must have started your Level 4 Diploma in Regulated Financial Planning however the firm will support you in continuing your studies.

Within this role you will have varied duties in supporting the IFAs, thus allowing you to have a diverse and interesting role. This is an opportunity to join a highly progressive firm with a bespoke approach to their clients and is the perfect setting for which to progress and develop professionally.

As such, the firm are paying an above-market-average salary of £20,000-35,000 which is negotiable based on experience + benefits.