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Permanent

Paraplanner - Leading Wealth Management Firm

Katie Bard & Angela Mortimer Plc
Birmingham
money-bag £30000 Annual
Posted: 15 July 2026 (Yesterday)
Closing date: 14 August 2026
Ref: 3139461384

We are currently looking for a bright and experienced Paraplanner seeking a new opportunity with a well-established, prestigious company based near Birmingham City Centre.Supporting the wider team, you will help build, maintain, and develop relationships with key stakeholders while providing an exceptional level of service. This is an exciting opportunity, as we are not just looking for a Paraplanner-we are looking for someone with the skills, drive, and ambition to get involved in a range of exciting projects.The ideal candidate will have:Previous experience in a Paraplanner or IFA role.A Financial Planning Level 4 Diploma (or equivalent).Excellent communication skills.A strong understanding of relevant legislative and regulatory requirements.For further information about this role, please contact Kieran at Katie Bard on , or apply now to be considered. ..... full job details .....

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