Senior Paraplanner – Sutton Coldfield
Salary: Up to £50,000 per annum (dependent on experience)
Employment Type: Full-time, Permanent
Location: Sutton Coldfield
We are recruiting on behalf of a well-established and respected independent financial advice firm in Sutton Coldfield who are looking to appoint an experienced Senior Paraplanner to join their Technical Support Team.
This is a senior role for a highly skilled paraplanner with strong technical expertise, leadership experience, and a commitment to high-quality client outcomes. The successful candidate will provide advanced technical support to advisers, oversee paraplanning workflows (including outsourced paraplanning), and ensure all advice documentation meets FCA and internal compliance standards.
Key Responsibilities
Technical & Client Support
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Conduct detailed research across pensions, investments, protection, and broader financial planning solutions.
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Prepare, review, and ensure compliance of suitability reports, technical summaries, and supporting documentation.
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Translate complex financial planning and tax concepts into clear, client-friendly language.
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Build and maintain cashflow models and financial planning scenarios using tools such as Voyant.
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Support advisers with pre-meeting preparation, technical analysis, and recommendation structuring.
Taxation & Pension Expertise
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Calculate and assess Capital Gains Tax (CGT) liabilities, including annual exemptions, allowable losses, and asset histories.
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Perform chargeable event gain calculations for investment bonds and liaise with providers to ensure accurate tax treatment.
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Support pension and retirement planning, including annual allowance usage, lifetime allowance considerations, and drawdown strategies.
Oversight, Workflow & Leadership
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Provide day-to-day technical guidance, mentoring, and support to paraplanners and junior team members.
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Monitor paraplanning workflows, ensuring tasks are delivered on time and to compliance standards.
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Act as a liaison between advisers, outsourced paraplanning providers, and the compliance function.
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Review paraplanning output to ensure accuracy, consistency, and regulatory adherence.
Compliance & Systems
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Ensure all advice documentation meets FCA regulations and internal compliance requirements.
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Maintain accurate records within CRM and back-office systems (Intelligent Office).
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Support advisers and administrators with advice implementation and ongoing servicing.
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Keep technical knowledge up to date with tax legislation, market developments, and regulatory change.
Skills & Experience
Essential:
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Minimum 2+ years’ experience in a paraplanning or senior technical role within an IFA environment.
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Experience managing, supervising, or mentoring paraplanning or technical staff.
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Strong technical knowledge of pensions, investments, protection, and UK taxation.
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Proven experience producing complex suitability reports and cashflow models.
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Proficiency with financial planning software and CRM systems.
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Excellent written and verbal communication skills.
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Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent).
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Highly organised, detail-oriented, and able to manage multiple priorities.
Desirable:
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Working knowledge of Intelligent Office.
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Experience with the Quilter Platform.
Personal Attributes
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Analytical, methodical, and proactive problem solver.
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Professional, ethical, and client-focused.
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Confident team leader who can motivate, support, and develop colleagues.
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Committed to continuous professional development and technical excellence.
What’s on Offer
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Competitive salary up to £50,000 (dependent on experience).
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Office hours:
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Monday to Thursday: 8:30am – 5:00pm
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Friday: 9:00am – 1:00pm
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25 days’ holiday (excluding bank holidays).
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Birthday off.
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Support for professional qualifications and CPD.
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Pension scheme, Death in Service benefit, and private health insurance.
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Friendly, professional, and supportive working environment.
Sector:
- Financial Services
- Financial Planning
