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Paraplanner – Hybrid Working | Birmingham
Are you an experienced Paraplanner looking for an exciting new challenge in a dynamic and growing financial planning firm? We’re working with a well-established and award-winning Independent Financial Planning firm based in the heart of Birmingham, who are looking for a talented professional to join their expanding paraplanning team.
Why This Role?- Hybrid Working – Enjoy a flexible working model with two days in the office and three days working from home.
- Career Development – Support towards Chartered status with opportunities to develop your technical expertise.
- Diverse & Engaging Work – Work across a broad range of financial planning areas, including complex calculations, research, and client meetings.
- Supportive & Friendly Culture – Be part of a firm that values collaboration, innovation, and personal growth.
- Competitive Package – Salary dependent on experience, plus benefits including Private Medical Insurance (PMI), Death in Service (DIS), and Income Protection.
As a key member of the paraplanning team, you’ll work closely with Financial Advisers, helping to deliver outstanding client service. Your responsibilities will include:
- Attending client meetings with Advisers to document discussions and agreed actions.
- Preparing suitability reports and conducting technical research.
- Undertaking calculations and performance analysis to support financial planning recommendations.
- Assisting with implementation of product recommendations and ensuring compliance standards are met.
- Producing illustrations and supporting documents for client presentations and reviews.
- Level 4 Diploma in Financial Planning (CII) or very close to achieving.
- Strong report-writing skills with attention to detail.
- Experience in a broad range of financial products and technical calculations.
- Proficiency in Microsoft Office (Word & Excel) – experience with the Fidelity platform is desirable.
- A proactive and ambitious individual keen to contribute to the firm’s ongoing success.
This is an outstanding opportunity for a motivated paraplanner to take their career to the next level in a flexible and supportive environment. If you're ready to be part of a forward-thinking firm that values expertise and development, apply today.
