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Heat Recruitment
Paraplanner (Remote)Heat Recruitment • Birmingham
Paraplanner (Remote)

Paraplanner (Remote)

Heat Recruitment • Birmingham
30+ days ago
Job type
  • Permanent
  • Remote
Job description
Location

Birmingham

Salary £35000 - £45000 TypePermanent WorkplaceRemote Ref89427

Recruiter Managing This Role

Paraplanner Birmingham/home based Up to £40,000 £47,000

Benefits:

  • Private Medical Insurance
  • Death In Service: 4X Salary
  • 5% Employer Pension Contribution
  • 28 days Holiday + Bank Holidays
  • Remote/flexible working, 2-3 times a month in Birmingham office.

Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Birmingham with the flexibility of remote working, this role offers a perfect blend of professional growth, stability, and work-life balance.

Key Responsibilities:

  • Collaborate with financial advisors to create comprehensive financial plans for clients.
  • Conduct research and analysis to support the development of suitable financial strategies.
  • Prepare and maintain accurate client files, ensuring compliance with industry regulations.

Requirements:

  • Minimum of 2 years experience as a Paraplanner.
  • Level 4 qualification is mandatory.
  • Proven track record of steady employment and commitment to roles.
  • Ability to balance remote work with occasional in-person meetings.
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Paraplanner (Remote) • Birmingham

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