Job Description
Job Title: ParaplannerLocation: Bromsgrove, Worcestershire (Hybrid - 3 Days in Office)Salary: £33,500 - £45,000Job Type: Full-Time | Permanent
A well-regarded independent financial planning firm is on the lookout for an experienced paraplanner to join their technical team. This hybrid role offers the perfect blend of home and office-based work, supporting a team of advisers with high-quality financial research and client reporting.
What You’ll Do:
As a financial planning paraplanner, you’ll play a key role in delivering compliant, well-researched suitability reports across multiple financial advice areas. You'll support advisers in developing tailored client strategies and ensure technical accuracy in all documentation.
Key responsibilities include:
* Conducting thorough research on investment and pension products using approved software tools.
* Producing detailed reports for clients, including complex cases such as pension transfers and tax planning.
* Collaborating closely with advisers to ensure accurate case progression and strong client outcomes.
* Participating in firm-wide research initiatives and supporting the training of junior team members or trainee paraplanners.
* Staying current with regulatory and industry changes to ensure all advice meets compliance standards.
What We’re Looking For:
To succeed in this paraplanning position, you’ll need:
* Diploma in Financial Planning (DipPFS or equivalent).
* Prior experience as a technical paraplanner within an IFA or wealth management firm.
* Excellent written skills with a strong grasp of financial concepts and cashflow modelling.
* Confidence using financial planning tools and CRM systems.
* A meticulous eye for detail and a passion for quality, client-focused work.
What’s in It for You:
* Hybrid working model: 3 days in-office, 2 days from home.
* Competitive salary and annual discretionary bonus.
* Excellent holiday package including birthday off and holiday buy/sell scheme.
* Company pension and death-in-service benefits.
* Access to health cashback plans, gym discounts, and a wide range of retailer perks.
* Ongoing professional development and tailored career progression plans.
Whether you're a seasoned paraplanner, a rising star looking to deepen your technical expertise, or simply seeking a new challenge in a supportive, people-first environment, this could be your next career move.
Apply now to find out more.
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