Paraplanner

Paraplanner

Ref: BCR/JP/31848a

Salary: 30,000 - 40,000 (Dependent on Experience)

Sutton Coldfield

Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.

Paraplanner responsibilities:

• Prepare compliant suitability reports across pensions, investments, protection, and tax.
• Conduct research and analysis to support quality financial advice.
• Collaborate with advisers and clients to build strong relationships.
• Manage a varied caseload with accuracy and efficiency.
• Maintain high technical and compliance standards under tight deadlines.

The ideal candidate will have:

• At least 2 years' paraplanning experience in a financial planning environment.
• Solid technical knowledge of pensions, investments, and tax planning.
• Confident using case management and planning systems.
• Excellent communication and attention to detail.
• Strong ability to manage multiple tasks and deadlines.

If you are an experienced Paraplanner, looking for a new challenge, get in touch now!

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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