Wesleyan in Birmingham is seeking an experienced Paraplanner to join our Financial Planning team on a permanent, 35-hour week hybrid basis. You will produce technical analysis, research, and suitability reports, supporting Specialist Financial Planners and Advisers to deliver well-evidenced, compliant client recommendations.
You’ll work across estate and retirement planning, pensions, and investments, ensuring high-quality case files, accurate documentation, and proactive client service.
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For the Hybrid Paraplanner: Complex Financial Planning position at Wesleyan Group, we are reviewing applications now.
The position is based in Birmingham, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 34.000 - 42.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Hybrid Paraplanner: Complex Financial Planning role in the description above.