https://jobs.co.uk/job/paraplanner-opportunity-to-develop-and-progress-katie-bard-angela-mortimer-plc--619a5011-190f-47ef-93c5-d14f3d1a2821 RSS feed for Paraplanner - Opportunity to Develop and Progress at Katie Bard & Angela Mortimer Plc. en-gb Thu, 23 Jul 2026 01:29:34 GMT https://jobs.co.uk/job/paraplanner-opportunity-to-develop-and-progress-katie-bard-angela-mortimer-plc--619a5011-190f-47ef-93c5-d14f3d1a2821 https://jobs.co.uk/job/paraplanner-opportunity-to-develop-and-progress-katie-bard-angela-mortimer-plc--619a5011-190f-47ef-93c5-d14f3d1a2821 Wed, 22 Jul 2026 11:51:58 GMT Location: Birmingham | Salary: 35000.00-35000.00 Annual | Type: Permanent | A fantastic opportunity to join a well-established and highly respected financial planning firm based near Birmingham City Centre. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with several upcoming exciting projects going ahead.Working as part of a collaborative team, you''ll provide technical support to Financial Planners, helping to produce high-quality suitability reports, conduct research and deliver an exceptional client experience.This is a varied role that offers the opportunity to get involved in exciting projects, making it ideal for a proactive and ambitious individual who enjoys taking ownership, building strong relationships, and contributing to the continued success of the business.We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with a few upcoming exciting projects going ahead.The roleCreate and draft reports supporting senior internal team members.Support Advisers and their clients throughout every stage of the financial planning process.Build and maintain key relationships w... Permanent