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Paraplanner
Job Posted: 3 hours ago
Salary: £ 35,000 - 38,000 / Annum
Job Type: Permanent
Location: Birmingham, West Midlands
Expire in: a month
Job Description
Join a respected financial services firm as a Paraplanner, working closely with Financial Planners to deliver high-quality, compliant advice and support to clients. This is a fantastic opportunity to step into a role where your technical expertise and client focus will make a real impact.
Benefits:
Salary: Up to £38,000 (DOE)
FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME
Hybrid available but only in Warwick & Edgbaston (3 days office/2 days WFH)
31 Days Holiday (Inclusive of Bank Holidays)
Pension auto-enrolment scheme - Salary sacrifice available
Group Life Cover (x4 salary) & Income Protection
Company sick pay
Employee Assistance Programme & Financial Wellbeing Support
Monday to Friday - 08:30 to 17:00
Locations: Warwick (preferred), Edgbaston, Newcastle-under-Lyme
Role & Responsibilities:
Work with Financial Planners to assess client objectives and prepare suitability reports
Research products, funds, and solutions to meet client needs, including tax calculations where required
Conduct fund research and cashflow analysis using tools such as FE Analytics, Selectapension, and Conquest
Ensure all compliance documentation and client information is complete and accurate
Maintain up-to-date due diligence on providers, platforms, and funds
Keep suitability report templates compliant with regulatory changes
Support Financial Planners by preparing reports, valuations, and documentation for client reviews
Required Skills & Experience:
At least 2 years' experience as a Paraplanner within an IFA firm
Level 4 Diploma (DipPFS or equivalent)
Strong understanding of pensions, investments, and the full financial planning process
Confident communicator with strong client relationship skills
Highly organised, detail-focused, and able to prioritise effectively
Proficient in IT and financial software systems (e.g. FE Analytics, Selectapension, Conquest)
Dependable, adaptable, and able to work independently with minimal supervision
Apply now to take the next step in your Paraplanning career!
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