Paraplanner

Paraplanner

Location: Edgbaston

Salary: Up to £38,000 (depending on experience)

Type: Full-time, permanent

About the Role

An established and forward-thinking financial planning business is seeking an experienced Paraplanner to join its expanding team. Working closely with Financial Planners, you will play a key role in delivering high-quality, compliant advice to a diverse client base.

This is an excellent opportunity to join a values-led organisation that focuses on long-term financial planning and client outcomes, rather than product-led sales.

Key Responsibilities

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• Conduct fund research and analysis to support client recommendations
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• Prepare detailed financial suitability reports and documentation
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• Produce cashflow modelling and reports for client reviews
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• Maintain due diligence records on funds, platforms, and providers
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• Collaborate with advisers to identify suitable planning solutions
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• Ensure all client records and compliance documentation meet regulatory standards
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• Assist with tax calculations and financial planning analysis where required
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About You

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• Minimum 2 years’ Paraplanning experience within an IFA environment
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• DipPFS (Level 4) qualified or equivalent
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• Strong understanding of the end-to-end financial planning process
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• Experience across a range of financial products
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• Excellent attention to detail and organisational skills
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• Confident communicator with a collaborative mindset
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• Ability to work independently and manage priorities effectively
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What’s on Offer

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• Competitive salary up to £38,000
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• Pension contribution (with salary sacrifice option)
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• 23 days holiday + bank holidays (increasing with service)
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• Life cover and income protection
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• Employee assistance programme and wellbeing support
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• Supportive, collaborative working culture focused on personal development
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If you feel like this is a role for you, please apply below