Posted 21 July, 2026
Paraplanner - Leading Wealth Management Firm
Katie Bard & Angela Mortimer Plc
Birmingham, ENG, GB
Full Time
Job Description
We are currently looking for a bright and experienced Paraplanner seeking a new opportunity with a well-established, prestigious company based near Birmingham City Centre.
\nSupporting the wider team, you will help build, maintain, and develop relationships with key stakeholders while providing an exceptional level of service. This is an exciting opportunity, as we are not just looking for a Paraplanner—we are looking for someone with the skills, drive, and ambition to get involved in a range of exciting projects.
\nThe ideal candidate will have:
\n- \n
- Previous experience in a Paraplanner or IFA role. \n
- A Financial Planning Level 4 Diploma (or equivalent). \n
- Excellent communication skills. \n
- A strong understanding of relevant legislative and regulatory requirements. \n
For further information about this role, please contact Kieran at Katie Bard on 0121_633_4443, or apply now to be considered.
