Paraplanner - Home based / Birmingham

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About our client 

A boutique client-focused Financial Planning firm with ambitious plans in the Midlands region. 

About the opportunity

This is a unique opportunity for an established Paraplanner looking to join a top Midlands based firm with an excellent reputation for delivering great client outcomes and supporting a caring environment for their team. 

This is a home based position requiring occasion travel to Birmingham for team meetings of 1-2 per month. Office facilities are available in central Birmingham for candidates who prefer hybrid working and spend more time in the office. 

Role description

Support a small team of Financial Planners for client meetings, research and recommendations. 

Suitable candidate
An established Paraplanner with knowledge across Financial Planning advice range. 

Ability to provide research, analysis and report writing 

Diploma level 4 or relevant Paraplanning experience considered. 

Excellent benefits including work from home, 28 days holiday, medical, illness cover, life plan, flexi-bens.