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  • West Midlands, Birmingham
  • Permanent
  • up to £38,000 plus company benefits

Job details.

Job Title: Paraplanner

Company: Leading Financial Planning organisation

Location: Birmingham city centre (Hybrid Working)

Salary: Up to £38,000 per annum, plus bonus and benefits

Are you an experienced Paraplanner looking to join a forward thinking, Wealth & Investment Management firm with a strong presence in their niche sector across the UK? Our client, based in Birmingham city centre, is seeking a dynamic and talented individual to join their team. This is a fantastic opportunity to work in a hybrid environment, with 2 days of remote working.

You will be a key member of a small team, working alongside a Senior Paraplanner and Administration team to ensure that work is completed to the highest standard for the Financial Planners and their clients. 

Key Responsibilities:

  • Financial Planning Support: Provide essential support to the financial advisors in the development and implementation of financial plans for clients.
  • Research and Analysis: Conduct thorough research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
  • Report Preparation: Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
  • Client Interaction: Engage with clients to gather necessary information and address queries related to financial plans. Sit in on client meetings (in office and via Teams) on a regular basis
  • Regulatory Compliance: Stay abreast of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.


  • Experience: Minimum of 1 years of experience as a Paraplanner within the financial services sector.
  • Qualifications: You should hold your Diploma in Financial Planning or be working towards this qualification
  • Technical Skills: Proficient in using financial planning software and tools. Knowledge of industry regulations and compliance standards.
  • Communication: Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
  • Team Player: Collaborative approach to working within a team environment.


  • Basic salary up to £38,000 per annum.
  • Annual bonus.
  • Comprehensive benefits package.
  • Hybrid working model with up to 2 days remote working.


  1. Financial Services

David Everingham

Director - Financial Services

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