Paraplanner

Paraplanner | Central Birmingham | £35-50k | Hybrid (2 days in office)
 
We''re working with a well-respected independent financial planning firm in central Birmingham looking to add a paraplanner to their team.
 
This is a proper paraplanning role — working closely with advisers across the full client journey, supporting on pensions, investments and protection, and producing high-quality, compliant advice.

You''ll be involved in:

• Writing suitability reports
• Technical research and calculations
• Portfolio analysis and recommendations
• Supporting implementation and ongoing client work
• Attending client meetings where appropriate

It''s a collaborative setup where paraplanners are part of the advice process - not just report writers.
 
For those interested, there is a clear route into advisory over time, but the role is equally suited to someone who wants to develop as a career paraplanner.
 
What matters:

• Paraplanning experience
• Level 4 Diploma (or close)
• Strong technical and report writing capability
• Attention to detail and pride in output

Hybrid working (2 days in the office), with a supportive team, good systems, and a quality client base.
 
If you''re looking for a well-run firm and a solid long-term role, it''s worth a conversation.
 
Get in touch with Ellis Mears at EJP for full details

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