Paraplanner – Central Birmingham (Hybrid, 1 Day in Office Minimum)
Salary: Up to £46,000 + Bonus + Excellent Benefits
A leading UK wealth management firm with a strong presence in Birmingham is looking to appoint an additional
Paraplanner
to join their friendly and supportive team. You'll be working closely with one or two Senior Financial Planners, providing high-quality technical and research support to ensure outstanding client outcomes.
This role offers the best of both worlds: a modern and flexible working arrangement (minimum 1 day per week in the central Birmingham office, with the rest from home after your initial training), alongside the backing of an established and respected financial services business.
What you'll be doing:
* Preparing detailed
suitability reports
across a wide range of financial planning areas and products.
* Conducting technical research and ensuring advice meets client needs and regulatory standards.
* Supporting Senior Financial Planners in
client meetings
, including presenting cashflow modelling where required.
* Maintaining accurate
client records
and ensuring all compliance requirements are met.
* Collaborating with colleagues across the business to deliver efficient, high-quality service.
* Contributing to the achievement of business targets and continuous improvement of processes.
What we're looking for:
* Demonstrable
paraplanning experience
with strong technical knowledge across pensions, investments, protection and tax planning.
* Level 4 Diploma in Financial Planning (DipPFS)
(or equivalent) as a minimum, with a desire to progress towards Chartered status.
* Excellent report writing, analytical and communication skills.
* Strong organisational ability, able to manage your own workload effectively.
* A collaborative, professional approach with a genuine focus on achieving the right outcomes for clients.
The benefits:
* Competitive salary up to
£46,000
(depending on experience).
* Generous discretionary annual bonus
(c.10% of salary).
* Flexible working
– minimum one day per week in the Birmingham office.
* Comprehensive benefits package including:
* Pension
* Life Assurance (DIS)
* Private Medical Insurance
* Income Protection
* Holiday buy/sell scheme
* A range of additional flexible benefits
This is an excellent opportunity to join a highly reputable wealth management firm, where you'll be part of a collaborative and supportive team, with genuine scope for career development.