Senior Paraplanner — in Wealth Planning
Remote / Online - Candidates ideally in
Tyseley, Birmingham, West Midlands, B1, England, UK
Listed on 2026-03-05
Tyseley, Birmingham, West Midlands, B1, England, UK
Listing for:
Recruit Wealth Ltd
Full Time, Remote/Work from Home
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: Tyseley
A national Financial Planning firm is looking for an experienced Paraplanner to collaborate with Financial Planners in preparing financial suitability reports and ensuring compliance. The ideal candidate should have at least 2 years of experience in a Paraplanning role, possess a Dip PFS or equivalent Level 4 qualification, and demonstrate strong client communication skills.
This role offers a hybrid work model and excellent benefits, including private pension and progressive professional development opportunities.
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Position Requirements
10+ Years
work experience
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