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