Paraplanner

Paraplanner

Ref: BCR/JP/31848b

Salary: £30,000 - £40,000 (Dependent on Experience)

Sutton Coldfield

Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.

Paraplanner responsibilities:

• Prepare compliant suitability reports across pensions, investments, protection, and tax.
• Conduct research and analysis to support quality financial advice.
• Collaborate with advisers and clients to build strong relationships.
• Manage a varied caseload with accuracy and efficiency.
• Maintain high technical and compliance standards under tight deadlines.

The ideal candidate will have:

• At least 2 years' paraplanning experience in a financial planning environment.
• Solid techni...