Financial Planning Assistant / Paraplanner

  • Location

    Edgbaston, West Midlands

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £27000 - £40000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are working with a firm of Chartered Financial Planners near Edgbaston who are looking to hire an experienced Administrator/ Paraplanner to work alongside a Director on a 1-2-1 basis.

They are seeking a self motivated and highly organised individual who can take information from a client meeting and complete all of the necessary back office work, ready for the next meeting.

You will be working with directly with a Chartered Financial Planner, preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients (both internal and external) is of the highest quality.

We are looking for an experienced Administrator or Paraplanner with a good knowledge of financial services products, especially pensions. Ideally you will be Diploma qualified as a minimum although exceptional candidates without this qualification will be considered. Report writing experience is not essential although candidates who have this experience will be considered for a higher salary.

This is an excellent opportunity to progress your career in a supportive environment, working closely with the company Director and their HNW clients. You'll gain fantastic exposure to all areas of the business and even sit in on client meetings from time to time. A generous salary and benefits package will be available to the successful candidate and support will be provided for studies towards further study.