Paraplanner
Join a national financial planning firm where Paraplanners play an integral role in the advice process. You will work closely with Financial Planners and IFA Administrators to deliver high‑quality, compliant financial planning solutions.
Responsibilities
* Working alongside Financial Planners to understand client objectives and financial planning needs
* Assisting in gathering and analysing client information to build a complete financial picture
* Ensuring all information obtained is aligned with internal policy
* Identifying planning opportunities and researching appropriate solutions to meet client goals
* Assisting with tax calculations and planning strategies where required
* Preparing comprehensive financial suitability reports and recommendations for adviser approval
* Ensuring all compliance documentation is complete and accurate prior to presenting advice
* Preparing supporting documentation and recommendation packs for clients
* Ensuring all signed client authorisations are in place before any transaction is implemented
Skills & Qualifications
* At least 2 years’ experience in a Paraplanning role
* Strong knowledge of pensions, investments and financial planning processes
* DipPFS qualified or very close to being qualified and wanting to study further
* Experience preparing financial suitability reports and conducting research
* Strong analytical ability with excellent attention to detail
* Confident communicator with strong client service awareness
* Highly organised with the ability to prioritise and manage multiple cases
* Comfortable working with financial planning systems and research tools
* Professional, dependable and able to work effectively both independently and as part of a team
* Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support
Benefits
* Competitive salary
* Hybrid working
* Private pension
* Generous annual holiday allowance with increases based on length of service
* Group Life Cover, x4 salary
* Income protection
* Company sick pay
* Employee Assistance Programme
* Financial wellbeing support
* Full support for professional exams and continuous professional development
* Clear progression opportunities within the financial planning team
Location & Salary
Location: Birmingham, West Midlands – Hybrid Working. Salary: £40,000 – £45,000 per year. Job type: Permanent. Posted: 16/03/2026.
#J-18808-Ljbffr