Paraplanner
South Staffordshire – Full Time, Hybrid Working
£37,500 - £45,000
We are working with a boutique, growing, highly trusted independent financial planning firm based in South Staffordshire who specialise in providing clear, long-term, lifestyle-focused financial planning to clients approaching retirement, in retirement, and to business owners.
The team combines deep technical expertise with a friendly, approachable style -delivering high-quality, jargon-free advice that helps clients gain financial clarity and confidence. As the business continues to expand, we are looking for a talented Paraplanner to join their supportive and forward-thinking team.
We are seeking an analytical, detail-driven Paraplanner to play a key role in supporting their team of Financial Advisers and enhancing the delivery of the advice process. You will be responsible for producing high-quality financial planning reports, undertaking research, ensuring compliance, and supporting the smooth progression of the client journey from advice to implementation.
You will be responsible for:
* Preparing financial analysis, research, and reports to support the advice process.
* Assisting advisers in developing and implementing financial planning strategies.
* Creating clear, accurate, and compliant suitability reports and planning documents.
* Ensuring all work meets FCA regulations and internal compliance standards.
* Providing ongoing administrative and technical support to maintain an efficient client service process.
What’s in it for you:
* Competitive, market driven salary
* Annual bonus
* 5% matched pension contributions
* Generous holiday offering
* Ongoing exam and development support
* Onsite parking
If you’re a motivated Paraplanner looking to join a supportive, professional, and growing financial planning firm where you could make a real difference, we’d love to hear from you.