Job Description
Job Title: Junior ParaplannerLocation: Bromsgrove, Worcestershire (Hybrid - 3 days in office)Salary: £32,000 - £36,000 per annumJob Type: Full-Time | Permanent
Kickstart Your Financial Services Career as a Junior ParaplannerAre you a motivated individual with paraplanning or financial planning experience looking to take the next step in your career? A highly regarded and growing financial planning firm in Bromsgrove is looking to add a Junior Paraplanner to their dynamic Technical Research team. This hybrid role offers excellent training and development opportunities, along with a clear path to progression.
The Role:
As a Junior Paraplanner, you will support senior paraplanners and financial advisers in delivering high-quality financial advice to clients. You’ll gain hands-on experience preparing suitability reports, conducting product research, and supporting financial planning strategies across pensions, investments, protection, and tax planning.
Key Responsibilities:
* Assist in preparing client reports and personalised financial plans
* Conduct product and provider research using industry tools
* Support advisers in gathering information and progressing cases
* Accurately maintain client files and records using internal systems
* Learn to carry out tax, pension, and investment calculations
* Collaborate with the wider paraplanning team to ensure compliance and consistency
* Contribute to process improvement and best practice development
What We’re Looking For:
* Previous experience in an financial planning administrator role within an IFA, wealth management, or financial advisory firm
* Strong communication and organisational skills
* Keen interest in personal finance, tax planning, and investment strategies
* Good working knowledge of Microsoft Office and ideally exposure to financial planning software (e.g., Voyant, FE Analytics, or similar)
* Enthusiasm to develop into a fully qualified paraplanner
Benefits Include:
* Hybrid working model - 3 days in the Bromsgrove office
* Competitive base salary with annual performance bonus
* Generous holiday allowance including birthday off and flexible buy/sell scheme
* Royal London pension scheme and death-in-service benefit
* Health cashback plan and discounts on fitness and retail
* Annual company events and team socials
* Tailored training and support toward Chartered status and long-term career growth
This is a perfect opportunity for someone with strong attention to detail and a passion for financial planning to join a supportive, forward-thinking firm and build a rewarding career as a paraplanner.
Apply Today
If you’re looking to grow in a collaborative team environment with structured development, apply now to take your next step as a Junior Paraplanner in Bromsgrove.