Paraplanner
  • England,West Midlands,Birmingham
  • Full Time, Permanent
  • £35,000 - £50,000 per annum
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
Job number 3555797

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Company Details:
Ellis James Partners Limited Job
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