Job Title: ParaplannerLocation: Birmingham (Hybrid/Remote)Salary: £35,000 - £42,000

Are you a driven financial services professional looking to progress your career in Paraplanning?

We’re working with a well-established and forward-thinking firm of Independent Financial Planners based in Birmingham. Renowned for their client-centric ethos and collaborative working style, they’ve built a strong presence in the financial planning space — and they’re continuing to expand.

As part of their growth, they’re looking to welcome an experienced Paraplanner to their close-knit team. In this role, you’ll work alongside advisers to support a variety of client needs, from private individuals to corporate clients, providing you with the opportunity to broaden your knowledge and have real input in the advice process.

Key responsibilities include:

Producing comprehensive, tailored suitability reports
Creating financial models and conducting cash flow analysis
Carrying out product and provider research
Working collaboratively with advisers to ensure seamless client support
Helping deliver high-quality, holistic financial planning solutions

What’s on offer:

Competitive benefits, including enhanced holiday and protection policies
A flexible working model that promotes a healthy work-life balance
A supportive environment that encourages development and long-term progression

What they’re looking for:

Previous experience in a Paraplanning role within a Financial Planning firm
Level 4 Diploma (DipPFS or equivalent)
Excellent communication skills with a strong eye for detail
Solid understanding of pensions, investments, and FCA guidelines

If you’re ready for a fresh challenge in a role where your knowledge and input are truly valued, we’d love to hear from you.