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Job verified 3 hours ago

Paraplanner

Ortus PSR·Birmingham (West Midlands (Region))
£35 000 – £50 000 / year
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

Level 4 Qualified Paraplanner Birmingham | Hybrid Working (3 Days Office / 2 Days Home) | Up to £50,000 + Excellent Benefits Are you a Level 4 qualified Paraplanner looking to join a modern, client-focused wealth management firm where your technical expertise is genuinely valued? We're seeking an experienced Paraplanner to play a key role within a collaborative financial planning team, supporting advisers in delivering high-quality financial advice to individuals and families. Offering a competitive salary of up to £50,000, hybrid working, and genuine career progression, this is an excellent opportunity to join a growing and supportive business. The Role Working closely with Financial Advisers, you'll be responsible for providing first-class technical support throughout the advice process. Your responsibilities will include: • Preparing detailed and compliant suitability reports • Conducting technical research across pensions, investments and protection • Cashflow modelling and financial planning analysis • Product and provider comparisons • Supporting advisers with complex planning cases • Liaising with providers, advisers and administration teams • Ensuring all work meets FCA compliance standards What We're Looking For • Level 4 Diploma in Financial Planning (essential) • Previous paraplanning experience within an IFA or wealth management firm • Strong technical knowledge across pensions, investments and protection • Excellent report writing and research skills • High attention to detail • Strong organisational and communication skills • Experience using industry back-office systems and cashflow modelling software is advantageous What's on Offer • Salary up to £50,000 • Hybrid working – 3 days in the Birmingham office and 2 days working from home • Company pension • Generous holiday allowance • Ongoing professional development and support towards further qualifications • Clear opportunities for career progression • Friendly, collaborative and supportive working environment If you're an ambitious paraplanner looking to join a business that values technical excellence and offers a fantastic work-life balance, we'd love to hear from you. Apply today for a confidential conversation.

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Original source
reed.co.uk
Posted
Jul 13, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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