Job Description
Job Title: Paraplanner
Location: Midlands (Flexible Hybrid/Remote - 2/3 days in office per month)
Salary: £35,000 - £42,000
Are you a detail-oriented financial professional ready to take your Paraplanning career to the next level?
We’re working with a highly respected firm of Independent Financial Planners based in Birmingham and Market Harborough. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they’re growing.
Following a period of strong expansion, they're looking to add an experienced Paraplanner to their thriving team. You’ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.
What you’ll be doing:
* Writing detailed, tailored suitability reports
* Conducting cash flow forecasting and financial analysis
* Researching providers, products, and solutions
* Collaborating with advisers and supporting clients with clarity and care
* Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings
Why join them?
* A generous benefits package including enhanced time off, early finish Fridays, and protection policies
* A hybrid/remote and flexible setup that supports work-life balance
* A culture that values collaboration, professional respect, and individuality
* Champions of progression and exam support
What we’re looking for:
* Paraplanning experience within a Financial Planning firm
* Level 4 Diploma qualified
* Confident communicator, written and verbal, with a client-focused mindset
* Strong technical knowledge of pensions, investments, and FCA regulations
If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we’d love to hear from you.