Paraplanner
Ref: BCR/JP/31848a
Salary: £30,000 – £40,000 (Dependent on Experience)
Sutton Coldfield
Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.
Paraplanner responsibilities:
1. Prepare compliant suitability reports across pensions, investments, protection, and tax.
2. Conduct research and analysis to support quality financial advice.
3. Collaborate with advisers and clients to build strong relationships.
4. Manage a varied caseload with accuracy and efficiency.
5. Maintain high technical and compliance standards under tight deadlines.
The ideal candidate will have:
6. At least 2 years’ paraplanning experience in a financial planning environment.
7. Solid technical knowledge of pensions, investments, and tax planning.
8. Confident using case management and planning systems.
9. Excellent communication and attention to detail.
10. Strong ability to manage multiple tasks and deadlines.
If you are an experienced Paraplanner, looking for a new challenge, get in touch now!