Financial Advisory Paraplanner

Experienced Financial Advisory Paraplanner| Birmingham | Up to £40,000 (dependant on experience) Location :
Sutton Coldfield

Salary :
Up to £40,000 Depending on Experience

: JC / BCR / 31848c

Looking for a Financial Advisory Paraplanner role that offers more variety, challenge, and growth than the usual in‑house position? Join a leading third‑party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK.

This is the perfect opportunity for an experienced Financial Advisory Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios – while working in a supportive, collaborative environment where your expertise makes a real difference.

• Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning
• Conducting technical research and analysis to support high-quality financial advice
• Working closely with a variety of advisers, building strong professional relationships
• Managing a diverse caseload, keeping your role fresh and challenging every day
• Maintaining high technical standards while meeting deadlines in a fast‑paced environment

• An experienced Paraplanner (minimum 2+ years in role)
• Ideally Level 4 Diploma qualified (or working towards)
• Strong technical knowledge across pensions, investments, and tax planning
• Excellent communication skills and a proactive, solutions‑focused mindset
• Ability to balance multiple cases while delivering accuracy and quality

• Salary up to £40,000 (depending on experience)
• Career progression and ongoing professional development
• Support towards advanced qualifications (including chartered status)
• Generous holiday allowance
• Exposure to multiple clients, giving you broader experience than a traditional in‑house role
• Collaborative, supportive Birmingham‑based team

If you’re ready to take your Financial Advisory Paraplanner career to the next level – with more variety, challenge, and growth – this is the role for you.

Apply today and discover what a Paraplanning career with real variety feels like.