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
Salary description
£35000.00 - £50000.00 per year