Bell Cornwall Recruitment is seeking an experienced Paraplanner for a small, established financial planning firm in Sutton Coldfield, West Midlands. This permanent role offers the chance to work closely with two advisers, delivering high-quality paraplanning across the full advice process and taking ownership of cases with minimal supervision.
You will research pensions, investments and retirement planning, prepare suitability reports, model cash flows in Voyant, and manage workflows in Xplan.
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Birmingham
Our Client is a small, established financial planning firm based in the West Midlands, with two experienced financial advisers.
Sutton Coldfield
Our Client is a small, established financial planning firm based in the West Midlands, with two experienced financial advisers.
West Midlands
Our Client is a small, established financial planning firm based in the West Midlands, with two experienced financial advisers.
West Midlands
Our Client is a small, established financial planning firm based in the West Midlands, with two experienced financial advisers.
Sutton Coldfield, West Midlands
Paraplanner Salary: £38,000-£42,000 per annum, depending on experience Location: West Midlands / Sutton Coldfield Working pattern: Office - Flexible…
Sutton Coldfield
Bell Cornwall Recruitment partners with a small, established financial planning firm in the West Midlands to appoint an experienced Paraplanner.
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