Overview
Paraplanner – Midlands (Flexible Hybrid/Remote - 2/3 days in office per month)
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. The firm is known for its client-first approach and supportive, collaborative culture, and is currently growing.
The role involves supporting advisers across a wide variety of private and corporate cases, offering opportunities to apply and grow technical knowledge 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
* Confident communicator, written and verbal, with a client-focused mindset
* Strong technical knowledge of pensions, investments, and FCA regulations
Job details
* Seniority level: Associate
* Employment type: Full-time
* Job function: Finance
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