Paraplanner - Leading Wealth Management Firm |
Birmingham | Hybrid | 1 Day per week in the office minimum
£40,000 - £46,000 + Bonus & Benefits
Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their central Birmingham-based team.
The Role
- This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas.
Key Responsibilities:
- Collaborate closely with Financial Planners to deliver high-quality, compliant advice
- Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies
- Support in client meetings, including delivering cashflow modelling and technical responses
- Maintain accurate and up-to-date client records, ensuring all regulatory standards are met
- Manage your workload effectively and proactively support business targets
- Contribute to local and national financial planning projects
About You:
- Level 4 Diploma in Financial Planning (DipPFS) is essential
- Solid paraplanning experience within wealth management or financial planning
- Strong technical knowledge and experience delivering written advice
- Excellent communication and stakeholder management skills
- A proactive approach to professional development
Why Join?
- Hybrid Working: Minimum 1 day in the office per week; flexibility to work from home
- Career Progression: Opportunities to grow into senior roles or transition to advising through an in-house Adviser Academy
- Generous Package: Competitive salary (circa £40K-£46K DOE), bonus (~10%), and a comprehensive suite of core and voluntary benefits
Benefits Highlights Include:
- Private Medical Insurance & Income Protection
- Generous Holiday Entitlement + Option to Buy Extra Days
- Fully Funded Professional Qualifications & Study Support
- Company Pension, Life Assurance, and Employee Assistance Programme
- Plus voluntary extras like gym discounts, dental & travel insurance, health cash plan, and more
This is a fantastic opportunity to be part of a forward-thinking firm that places professional development, client care, and innovation at the heart of everything they do.
Sector:
- Financial Services
- Financial Planning
