Paraplanner

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.