Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Junior Paraplanner (Technical Support) Location: Sutton Coldfield Salary: £30,000 £35,000 per annum (depending on experience) Contract: Full-time, 100% office-based Why Join This Firm? This is an excellent opportunity to join a respected and growing Independent Financial Adviser (IFA) practice in a role that blends paraplanning and technical support. Youll work closely with advisers, compliance, and the wider team to ensure high-quality advice delivery and client service. The firm offers exam support, a friendly team environment, and real scope to develop your skills and progress your career. Whats on Offer: Competitive salary up to £35,000 per annum (DOE). 25 days holiday plus bank holidays (3 days allocated to Christmas closure). Pension scheme (5% employer / 3% employee). Death in service cover (4x salary). Private medical cover (WPA). Full exam support (first sitting funded). Structured working hours: Monday Thursday: 8:30 am 5:00 pm (1-hour lunch). Friday: 9:00 am 1:00 pm. Supportive team environment with around 15 colleagues in the office About the Firm Our client is a professional financial planning business based in Sutton Coldfield. They are dedicated to delivering high-quality financial advice and maintaining a collaborative team culture. The business actively supports staff working towards professional qualifications and uses Intelligent Office (IO) to drive efficiency and compliance. Key Responsibilities: Draft high-quality suitability reports to support advisers. Provide day-to-day technical support on financial planning matters. Calculate and assess Capital Gains Tax (CGT) liabilities including exemptions, losses, and asset histories. Undertake chargeable event gain calculations for investment bonds. Support pension income calculations, including annual/lifetime allowance assessments and drawdown strategies. Assist with detailed cashflow modelling (e.g. Voyant) for adviser and client presentations. Gather and analyse client data, including valuations, fact finds, and policy details. Liaise with providers and platforms for information and investment valuations. Ensure compliance with FCA regulations and maintain accurate client records in IO. Act as a technical point of contact for adviser queries. Contribute to process improvements within the technical and compliance team. The Ideal Candidate Will Have: Previous experience in a paraplanning or technical support role within an IFA, wealth management, or financial planning firm. Strong technical knowledge of pensions, investments, ISAs, and protection products. Awareness of FCA regulations and compliance requirements. Confident in using financial planning tools (e.g. Intelligent Office, Voyant, Dynamic Planner) and Microsoft Office. Excellent analytical, organisational, and communication skills. High attention to detail with a commitment to delivering quality work. Motivated, confident, and eager to learn with a positive outlook. Ideally progressing through RO exams / Diploma in Regulated Financial Planning (exam support provided). How to Apply: If this role matches your skills and ambitions, please send us your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career path further. Please note: due to high application volumes, only shortlisted candidates will be contacted. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.