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Paraplanner - CPD & Collaboration

Remote / Online - Candidates ideally in
Birmingham, West Midlands, B1, England, UK
Listing for: Evelyn Partners
Full Time, Remote/Work from Home position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Consultant
Job Description & How to Apply Below
Position: Paraplanner - Hybrid Role with CPD & Collaboration
A leading financial services firm in Birmingham is seeking a talented Paraplanner to support Financial Planners and enhance client experiences. Responsibilities include preparing suitability reports and conducting necessary technical research. The ideal candidate is Level 4 qualified in Financial Planning, possesses strong financial knowledge, and communicates effectively. This position offers a hybrid working model, competitive salary, and a range of benefits including private medical insurance and generous holiday packages.
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