Paraplanner

Job Title: Paraplanner Location: Birmingham (Hybrid) Salary: Up to £48,000 dependent on experience Early Finish Fridays | 1 day per week in the office | Generous Holidays | Birthday Off |Protection Benefits Are you a technically strong Paraplanner looking to work on complex financial planning cases within a highly regarded, people first, Independent Financial Planning firm? We're partnering with a well-established IFA within the Midlands that is continuing to grow. With a strong reputation for delivering holistic financial planning, you'll work alongside experienced Financial Planners, providing high-level technical support across a diverse client base including HNW individuals, business owners and corporate clients. This is an excellent opportunity to broaden your technical exposure within a collaborative advice environment where paraplanning is viewed as a key part of the client journey. Key Responsibilities • Produce bespoke suitability reports covering pensions, investments, protection and tax planning. • Undertake technical research across investment platforms, pension providers and financial planning solutions. • Prepare cashflow forecasts to support long-term financial planning recommendations. • Analyse existing client arrangements and formulate appropriate technical recommendations. • Support advisers with complex pre- and post-meeting preparation, ensuring advice remains FCA compliant and client-centric. • Liaise with providers and internal stakeholders to ensure the efficient implementation of recommendations. About You • Previous Paraplanning experience within an IFA • Level 4 Diploma qualified (or working towards Chartered status). • Strong technical knowledge across pensions, investments, taxation and retirement planning. • Experience producing high-quality suitability reports and carrying out detailed technical research. • Familiar with cashflow modelling software (Voyant desirable) and back-office systems such as Intelligent Office/Xplan. This is an opportunity to join a firm where technical excellence is genuinely valued, offering exposure to complex advice work, continued professional development and a clear pathway for career progression.