Paraplanner – Sutton Coldfield, £45,000, Hybrid (2 days in the office), Flexible hours 

A specialist outsourced Paraplanning company are keen to add a Paraplanner to their team. They do need someone with Paraplanning experience but more importantly, they need someone with an open mind. The company (and it's Paraplanners) are an extension of the IFA's they support. They adapt to the specific needs and ways of working of client, and ensure that communication and collaboration is a key part of the relationship. 

The progression is different from the 'norm' too.  The scope here is to become an Account or Paraplanner Manager, looking after either key clients or new Paraplanners as they join the business, or both! And don't worry if you're not not looking for progression, your application will be welcomed with as much enthusiasm as those that do. 

In summary, a wonderful opportunity for career Paraplanners with plenty of scope for those who want it.


The role:
Working closely with different financial advice firms and their advisers, to provide technical support and deliver high-quality, compliant reports. Responsibilities include:

• Researching pensions and investments
• Preparing suitability reports
• Collaborating with colleagues to deliver excellent client outcomes
• Maintaining accurate, compliant records and risk management standards
• Keeping technical knowledge up to date through CPD

The person:
At least 1-2 years of paraplanning experience, ideally within an IFA. Strong analytical and report-writing skills, excellent attention to detail, and the ability to manage workloads effectively. Diploma qualified or working towards it is desirable. 


The benefits:
£40,000-£45,000 salary | Multiple progression opportunities | Only 2-3 days working in the office | 5% Pension Contributions | 4x DIS | 25 days holiday plus bank holidays | Flexible working hours and patterns (Accommodating external commitments e.g. regular appointments, childcare etc)


Unsure if you should apply? Or you don't have a CV?
No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.