Paraplanner

If you’re a Paraplanner looking for a more modern financial planning business, where your technical input is valued, and your career can keep moving, this is worth a look.

This role is with a growing financial planning business that is investing in its people, improving how it works and creating genuine opportunities to develop as it expands. With recent acquisitions already completed and further growth planned, that growth is opening up routes into a senior paraplanner, management, or financial planning.

• Hybrid working, once trained, usually just one day per week in the office.
• A 2:15pm finish every Friday, plus flexitime around core hours.
• Clear examples of progression into Financial Planning roles, if progression is important to you.
• A people-focused culture, with approachable senior leaders, regular feedback and company events.
• 28 days holiday + bank holidays, and your birthday off. 37 days in total ��

You’ll join the paraplanning team, supporting advisers across a range of private client cases, including pensions, investments and wealth planning. The team works on a pooled support model, so you’ll support different advisers and client scenarios rather than being tied to one individual adviser.

• Experience as a Paraplanner within financial planning, wealth management or a similar advice environment.
• Ideally, Level 4 Diploma qualified, or working towards it with a strong technical grounding.
• A good understanding of pensions, investments and tax-efficient planning, with clear and accurate report writing skills.
• A collaborative, proactive approach, strong attention to detail and a keenness to keep developing your technical knowledge.

• Salary up to around £42,000, depending on experience. (perhaps a little more for the right candidate)
• Working hours of 8:45am–5:15pm Monday to Thursday.
• Early finish every Friday at 2:15pm.
• Flexitime, with start times between 7:30am and 10:30am where possible.
• 4x salary death-in-service cover.
• Income protection for up to five years.
• Regular company events, social activities and charity involvement.

View the original Indeed job posting for the Paraplanner at Logic Resourcing in Birmingham B3 1EH.