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.