Paraplanner

Job Title: Paraplanner

Location: Birmingham (Hybrid)

Are you a driven financial services professional looking to progress your career in Paraplanning?

We’re working with a well-established and forward‑thinking firm of Independent Financial Planners based in Birmingham. Renowned for their client‑centric ethos and collaborative working style, they’ve built a strong presence in the financial planning space – and they’re continuing to expand.

As part of their growth, they’re looking to welcome an experienced Paraplanner to their close‑knit team. In this role, you’ll work alongside advisers to support a variety of client needs, from private individuals to corporate clients, providing you with the opportunity to broaden your knowledge and have real input in the advice process.

• Producing comprehensive, tailored suitability reports
• Creating financial models and conducting cash flow analysis
• Carrying out product and provider research
• Working collaboratively with advisers to ensure seamless client support
• Helping deliver high‑quality, holistic financial planning solutions

• Competitive benefits, including enhanced holiday and protection policies
• A flexible working model that promotes a healthy work‑life balance
• A supportive environment that encourages development and long‑term progression

• Previous experience in a Paraplanning role within a Financial Planning firm
• Level 4 Diploma (DipPFS or equivalent)
• Excellent communication skills with a strong eye for detail
• Solid understanding of pensions, investments, and FCA guidelines

If you’re ready for a fresh challenge in a role where your knowledge and input are truly valued, we’d love to hear from you.

• Associate

• Full‑time

• Finance