Job Description
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