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Financial Consultant Financial Analyst

Paraplanner

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Artemis Recruitment Consultants Ltd
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 30000 - 45000 GBP Yearly GBP 30000.00 45000.00 YEAR
Job Description & How to Apply Below

Type of Position:
Paraplanner - Birmingham
Pay: £30k - £45k

Paraplanner - Birmingham

Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products.

Key Responsibilities:

  • To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
  • Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
  • Review asset allocation for any investment/pension holdings.
  • Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
  • Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
  • Liaise with Product Providers / Third Parties regarding any technical queries.
  • Accurately complete new business sheets to be handed over to the PA.
  • Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.

    • Essential Qualities:

  • Fully Diploma qualified.
  • Good understanding of the Financial Planning process.
  • Strong interpersonal skills, both written and verbal communication.
  • Customer service skills – providing an excellent service to the adviser and client.
  • Excellent planning and organisational skills.
  • Ability to work effectively to deadlines.
  • Accuracy and attention to detail to balance demands of role.
  • Level 4 qualified or working towards.
  • An understanding of cashflow modelling.
  • Broad knowledge of the Financial Services Industry and high level of technical knowledge.
  • In depth knowledge and experience with cashflow modelling.
  • Ability to manage and complete projects.
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