Paraplanner

Location: South Staffordshire (Full-time, on-site with flexible working options) hybrid working options available after probationary periodSalary: £35,000 - £45,000 (depending on experience and qualifications)Holidays: 33 days (including bank holidays), with the option to purchase up to 5 additional days

Our client is an established boutique, independent financial advice firm based in South Staffordshire, dedicated to helping individuals achieve their financial goals and life ambitions. With a dynamic, young team, they are committed to building long-lasting relationships with clients and providing them with top-tier financial planning advice and services.

This company are seeking an experienced Paraplanner to join their team. This is a full-time, on-site role where you will work closely with the financial planners to deliver comprehensive and personalised financial plans to clients. You’ll be responsible for conducting research, preparing planning recommendations, assisting with annual reviews, and directly engaging with clients to ensure they receive exceptional service.

• Conduct research and analysis to support financial planners in the creation of bespoke financial plans
• Prepare planning recommendations and produce detailed financial reports
• Play a key role in the preparation and confirmation of annual client reviews
• Liaise with clients to collect information and provide updates
• Keep up-to-date with financial products, legislation, and industry trends
• Ensure compliance with industry regulations and internal policies

• Preferably Diploma-qualified (DipPFS or equivalent) - candidates who have relevant experience will be considered without the qualifications
• Previous paraplanning experience is essential
• Experience with cashflow planning is preferred
• Strong report-writing and analytical skills
• Knowledge of financial software such as cashflow tools, FE Analytics, and report-writing software
• Strong understanding of tax and investment products
• Excellent attention to detail and organisational skills
• Ability to work well in a team-oriented environment
• Strong communication and interpersonal skills

• Salary: £35,000 - £45,000 (dependent on experience and qualifications)
• Holidays: 33 days (including bank holidays) with the option to purchase up to 5 additional days(Note: 2 days will be automatically allocated during the Christmas to New Year office closure)
• Pension: 5% employer contribution + 3% employee (salary sacrifice option available with full employer NI savings passed on)

• Death in Service
• Income Protection
• Cash Plan (covering dental, opticians, physio, etc.)

Become part of a vibrant and forward-thinking team that’s focused on delivering top-quality financial planning services to our clients. With opportunities for professional growth and flexible working arrangements after your initial onboarding, this is an excellent chance to take your career to the next level.