Experienced Paraplanner | Birmingham | Up to £40,000 (dependant on experience) Location: Birmingham
Salary: Up to £40,000
Ref: JC/BCR/31848
Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK.
This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference.
What you'll be doing:
Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning
Conducting technical research and analysis to support high-quality financial advice
Working closely with a variety of advisers, building strong professional relationships
Managing a diverse caseload, keeping your role fresh and challenging every day
Maintaining high technical standards while meeting deadlines in a fast-paced environmentWhat we're looking for:
An experienced Paraplanner (minimum 2+ years in role)
Ideally Level 4 Diploma qualified (or working towards)
Strong technical knowledge across pensions, investments, and tax planning
Excellent communication skills and a proactive, solutions-focused mindset
Ability to balance multiple cases while delivering accuracy and qualityWhat's in it for you?
Salary up to £40,000 (depending on experience)
Career progression and ongoing professional development
Support towards advanced qualifications (including chartered status)
Generous holiday allowance
Exposure to multiple clients, giving you broader experience than a traditional in-house role
Collaborative, supportive Birmingham-based teamIf you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you.
Apply today and discover what a Paraplanning career with real variety feels like.
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)