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Paraplanner

Paraplanner

Ortus PSR

Posted 21 days ago, valid for 21 days

Birmingham, West Midlands B27 6QS, England

Full Time

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Sonic Summary

The position is for a Paraplanner in a hybrid working environment based in Birmingham, offering a salary of up to £55,000 depending on experience.
The ideal candidate should possess a Level 4 Diploma (or be working towards it) and have proven experience in a paraplanning role within an IFA or Wealth Management firm.
The role involves preparing detailed suitability reports, conducting research, and ensuring compliance with regulatory requirements.
Candidates should have strong technical knowledge in areas such as pensions, investments, and tax planning, along with proficiency in financial planning software.
This opportunity emphasizes professional development, a supportive team environment, and a balanced work-life approach.

Paraplanner - Hybrid Working | Up to £55,000 | Birmingham

Join a forward-thinking wealth management firm where your expertise is truly valued.

Are you an experienced Paraplanner looking to take your career to the next level? We’re partnering with a well-established and client-focused IFA firm in Birmingham that is seeking a talented paraplanner to support their growing team. With a strong reputation for delivering tailored financial solutions, this firm offers a collaborative work environment, structured career development, and a hybrid working model (3 days in the office, 2 from home).

What’s in it for you?

Competitive salary up to £55,000 (depending on experience)

Hybrid working - a balanced mix of office and home working

Support with professional development - further qualifications encouraged

Modern city-centre office with excellent transport links

A supportive and dynamic team that values expertise and innovation

Your Role as a Paraplanner:

Prepare detailed suitability reports and financial planning recommendations

Conduct in-depth research and analysis to support advisers

Liaise with product providers and clients to gather key information

Ensure compliance with regulatory requirements and internal procedures

Assist in cash flow modelling and technical planning strategies

What We’re Looking For:

Level 4 Diploma qualified (or working towards)

Proven experience in a paraplanning role within an IFA/Wealth Management firm

Strong technical knowledge across pensions, investments, and tax planning

Excellent attention to detail and ability to work collaboratively

Proficiency in financial planning software and CRM systems

This is an excellent opportunity to join a progressive firm that prioritises both client service and employee well-being. If you’re ready for a role that offers both professional growth and work-life balance, we’d love to hear from you!

Apply now in a few quick clicks