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Paraplanner

Paraplanner

Ortus PSR

Posted 2 days ago, valid for 8 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The position is for a Paraplanner in a hybrid working environment, offering a salary of up to £55,000 based on experience.
The role is with a well-established wealth management firm in Birmingham that values expertise and client-focused service.
Candidates should have at least Level 4 Diploma qualifications and proven experience in a paraplanning role within an IFA or Wealth Management firm.
The responsibilities include preparing suitability reports, conducting research, liaising with clients, and ensuring compliance with regulations.
This opportunity promotes professional development and offers a balanced mix of office and home working, along with a supportive team environment.

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

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