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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.
