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Experienced Paraplanner | Sutton Coldfield (Hybrid)
Career growth | ️ Amazing team culture
Are you a passionate Paraplanner ready to be part of something meaningful? At WePlan Paraplanning, we’re on a mission to support exceptional financial planning – and we’d love for you to join us.
About the Role
Experienced Paraplanner | Sutton Coldfield (Hybrid)
3 days in the office | Full-time | 35 hours per week | Competitive salary) |
Career growth | ️ Amazing team culture
Are you a passionate Paraplanner ready to be part of something meaningful? At WePlan Paraplanning, we’re on a mission to support exceptional financial planning – and we’d love for you to join us.
About the Role
We’re looking for an experienced Paraplanner who wants more than just a job - someone who’s ready to join a team with heart, purpose, and vision. You’ll bring a sound understanding of the financial planning process, and in return, you’ll join a business that truly values its people and is building the future of financial services.
If you're ready to feel like you belong, thrive, and grow, we’d love to hear from you.
About WePlan Paraplanning
We’re a modern paraplanning business doing things differently. Our vision is to raise the bar for outsourced support, combining technical excellence with genuine partnership. We pride ourselves on our strong values, positive culture, and a shared belief that work should feel good for everyone.
We’ve imagined what a next-generation financial planning business should look like… and we’re building it.
Location & Working Arrangements
We're based in Sutton Coldfield, and offer hybrid working – typically 3 days per week in the office, with flexibility to work remotely for the rest.
Key Responsibilities
As part of our close-knit team, you’ll:
* Produce high-quality suitability reports and technical research
* Support Financial Planners with client recommendations and strategy
* Ensure compliance with regulatory standards and internal processes
* Help deliver outstanding outcomes for clients and their families
Essential Skills & Experience
To hit the ground running, you’ll ideally have:
* At least 3 years of paraplanning experience
* A DipPFS (or equivalent Level 4 qualification)
* Strong knowledge of the full financial planning process
* Excellent attention to detail and a collaborative attitude
What’s in it for You?
We value our team and offer a rewarding package including:
* Competitive salary, based on experience
* 25 days’ holiday, plus bank holidays
* 4x salary life assurance*
* Company sick pay*
* Pension scheme with salary sacrifice
* A culture of support, learning, and genuine appreciation
(*terms apply)
If you’re looking to do your best work with a team that supports and uplifts you - apply today. Let’s build something brilliant together.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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