Paraplanner

2 weeks ago

Birmingham, United Kingdom CV-Library Full time

Paraplanner – Hybrid working

Location: Birmingham – Hybrid working (3 days in-office, 2 days from home after probation)
Salary: £30,000 - £40,000
Hours: Monday to Friday, 9am – 5pm (1-hour lunch)

Benefits:

* 23 days holiday (increasing by 1 day per year for the first 3 years)

* Birthday off

* Pension: 5% employer/3% employee (after 3 months)

* Life Assurance: 4x basic salary (after 3 months)

About the Role:
We are recruiting for an experienced Paraplanner to join a growing financial planning firm based in Birmingham. The role offers a dynamic hybrid working arrangement and the opportunity to work within a supportive and collaborative team. This position is perfect for someone with a strong background in financial planning and paraplanning, looking for career growth in a forward-thinking organization.

Key Responsibilities:

* Provide professional and friendly client support via phone, email, and in person.

* Conduct research and analysis to support financial advisers in delivering tailored financial plans.

* Prepare suitability reports, financial plans, and documentation for client recommendations.

* Analyse client data, including cash flow modelling and investment research.

* Handle complex client investments and liaise with third-party providers.

* Ensure compliance standards and maintain accurate records in line with company procedures.

Requirements:

* Prior paraplanning experience is essential.

* Working towards or holding the CII Financial Planning Diploma or Paraplanning Diploma is desirable.

* Strong attention to detail, organizational skills, and the ability to handle multiple tasks.

* Flexibility and a team-oriented mindset in a fast-paced environment.

Why Apply?
This role offers a competitive salary, bonus opportunities, study support, and the chance to be part of a growing company. Make a meaningful difference in clients' lives while advancing your career within a supportive team culture.

If you're a Paraplanner looking for your next opportunity, apply today

  • Paraplanner

    3 weeks ago

    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and...

  • Paraplanner

    3 weeks ago

    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and...

  • Paraplanner

    3 weeks ago

    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent. As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and...

  • Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Premier Jobs Uk Limited Full time

    This Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.The business has a high staff retention and prides itself on developing their internal talent.If your skills, experience, and qualifications match those in this job overview, do not delay your application.As a...

  • Trainee Paraplanner

    3 weeks ago

    Birmingham, United Kingdom Njr Recruitment Full time

    Are you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career?NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients.Make your application after reading the...

  • Trainee Paraplanner

    2 months ago

    Birmingham, United Kingdom NJR Recruitment Full time

    Are you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career? NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Trainee Paraplanner will have a...

  • Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Premier Jobs Uk Limited Full time

    This Paraplanner job in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.The business has a high staff retention and prides itself on developing their internal talent.As a Paraplanner you will be providing technical, research and administrative support to the Financial Advisors and...

  • Senior Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Bruin Full time

    Job Description My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including...

  • Senior Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Senior Paraplanner

    2 months ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Senior Paraplanner

    2 months ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Senior Paraplanner

    2 months ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Senior Paraplanner

    2 months ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Senior Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Senior Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Senior Paraplanner

    2 months ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Senior Paraplanner

    2 months ago

    Birmingham, United Kingdom Bruin Full time

    Job Description My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including...

  • Pension Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Pension Paraplanner

    2 months ago

    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham. In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Paraplanner

    2 weeks ago

    Birmingham, United Kingdom Clayton Davies Full time

    Home based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits Job Description : Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following: Undertake appropriate, accurate and...