Hybrid Paraplanner: Research, Reports & Client Impact
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-07-07
Listing for:
Succession Wealth
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
Succession Wealth is seeking a Paraplanner to provide support for its Financial Planners in Birmingham. The role involves researching and preparing compliant recommendations while ensuring excellent client service.
A minimum of 2 years in Paraplanning and CII Level 4 are required. In addition, strong communication skills and a comprehensive understanding of investment products are essential for this role. The position offers a competitive salary and a wide range of benefits, fostering a balance between work and personal life.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×