Join Our Team

Are you someone who is:

• enthusiastic and motivated
• well presented, courteous, and friendly
• honest, respectful and trustworthy

Do you:

• have a positive mental attitude
• have high personal expectations and ethical values
• always do your job to the best of your ability

If this sounds like you, we would be keen to hear from you…

Available Job Roles

1. Paraplanner

Job Type: Full Time / Part Time Permanent

Location: Birmingham B3

Salary: £28,000+

The Role:

We are looking for a hardworking, self-motivated individual to join our team. The ideal candidate will be Level 4 Diploma Qualified with experience in Financial Services, although, if you’ve just made a start on the Diploma exams, we’d still be pleased to hear from you. We are looking for a kind and caring individual as we put the client at the heart of everything we do; we want staff who care about our clients but it’s also good if you excel at your job as well.

Key Responsibilities

• Build relationships with Advisers to provide ongoing support
• Manage your own client list and execute all paraplanning aspects for your case list
• To be the main point of contact for clients who contact the office with queries
• Build meaningful relationships with clients, attend and document client meetings
• Maintain administration systems and ensure client data is accurate and up to date
• Prepare and format Suitability Reports for clients
• Create and refine cashflow/financial models and suggest planning strategies

2. Investment Analyst

Job Type: Part Time / Flexible / 1 Day Per Week

Location: Birmingham B3

Salary: Negotiable

The Role:

This is an excellent opportunity for someone to join an established life planning firm who is either approaching retirement or looking to reduce their hours. Working closely with our Investment Committee, you will play a key supporting role in helping assess individual fund and portfolio performance, monitor fund selections, and contribute to the preparation of investment reports and research

The ideal candidate will have a solid background in investments, with experience supporting or working alongside investment or research committees. They will demonstrate strong IT and PC proficiency, particularly in Excel, performance platforms, and reporting tools. With a methodical and analytical mindset, they will show excellent attention to detail and a high level of accuracy in their work. This role would suit someone who is semi-retired or seeking a flexible, part-time opportunity. The successful candidate will be highly organised, proactive, and capable of working independently with minimal supervision.

Key Responsibilities

• Assist in reviewing and monitoring investment performance for our portfolios.
• Support the team with research, analysis and reporting for Investment Committee meetings.
• Maintain and update investment documentation and internal data records.
• Provide insights and commentary where relevant on markets, funds, or performance trends.
• Complete research and assist in the amending of portfolios following the decision to make strategic switches.
• Liaise with investment houses, research providers and fund managers.
• Making the committee aware of any regulatory changes and how to implement them.

About us

We are a small firm so we have a small company culture. This means teamwork is a must as we all play our part in ensuring the smooth running of the office. This can include jobs as diverse as making drinks or changing light bulbs.

Why would you want to work for us?

We excel at what we do so we have delightful and appreciative clients for life. We have efficient and dedicated paraplanners who love their job. We have a great business model with a small number of high value clients paying annual fees in return for a very high level of service. We only work clients we like! We continually push back the boundaries of good financial planning by incorporating both Life Planning and Coaching into our business proposition. We are a financially stable and secure company as we practise what we preach to clients.

• We are a small enough firm to notice when you work hard and reward when you go the extra mile.
• We will be supportive when you have difficulties, understanding of your family commitments and flexible when necessary. In return, we expect loyalty, honesty and respect.
• When the firm does well, all will participate in that success through:
  • Bonuses
  • Praise and recognition
  • Career progression, where appropriate
• We expect full commitment during your working hours but we also expect you to leave work on time so that you can have a life.
• We will support you in developing your career, providing financial assistance with your exams.
• We offer 24 days annual leave (increasing with service) plus bank holidays, death-in-service benefits, income protection insurance, medical expenses insurance and a pension plan.
• We have a great reputation as a firm of excellence, integrity and technical excellence built up over 80 years.

If this sounds appealing, please send us your CV with a covering letter to contact@keeleys.co.uk explaining why you think you would fit into our team.

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