• Location

    Sutton Coldfield

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £30000 - £45000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    11 days ago

  • Expiry date:


  • Consultant:

    David Everingham

Paraplanner - Sutton Coldfield - Salary up to £45,000 plus great benefits

MBF. are currently working with a well established firm of Chartered Financial Planners who are looking to recruit an experienced Paraplanner to join their team working from beautiful offices in Sutton Coldfield.

The company have a successful, close knit team and pride themselves on their hard-working, friendly working environment and the exceptional service they provide to their clients.

The role:

  • The role is to provide technical support to the company's Financial Advisors; Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to their small team of Financial Planners
  • You're duties will involve the use of Microsoft Excel so ideally candidates will have advanced skills


  • We are looking for a candidate with a minimum of 2 years' experience in a Paraplanner role
  • Candidates should be Diploma qualified as a minimum. Those with Advanced qualifications will be at an advantage
  • You should have a strong product knowledge of all financial services
  • You MUST be able to write clear and concise reports adhering to compliance regulations

On Offer:

  • Excellent opportunity to become an integral member of a small but highly successful business
  • Competitive basic salary of up to £45,000, negotiable depending on experience and qualifications
  • Great benefits package including Pension, DIS, PHI, study support etc
  • flexible working up to 2 days per week