Trainee/Junior Paraplanner

Colmore Partners is a recently established firm of Independent Financial Planners based in the centre of Birmingham.

We are looking for an ambitious, creative person to join our growing paraplanning and client support team. The right person will be excited by the prospect of playing their part in the growth of our business over the medium to long term.

Candidates will already have some financial services experience and be committed to the sector, be quick to learn and embrace new practises, and enjoy a varied workload. The job may suit someone looking to move from an administrative role into paraplanning or someone already working towards the CII diploma in financial planning or equivalent.

You should have an eye for detail and the ability to present information in a clear and concise format with good communication skills. The successful candidate will be able to undertake, and learn, complex calculations and be competent with the Microsoft Office package (particularly Word and Excel).

This is a permanent, employed, full-time role. We offer a flexible, supportive and friendly working environment where someone who fits our culture and values will thrive.

Please message us directly in the first instance telling us a little bit about yourself and why you are interested.

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