Opportunity: Paraplanner
Location: Birmingham
Salary: £35,000 - £45,000


Do you love the detail of financial planning but want to feel part of something bigger?
We’re working with a values-driven, growing financial planning group with offices across the Midlands, and we’re looking for a Paraplanner who wants to make a real difference to clients’ lives.
You won’t just be producing reports, you’ll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It’s about enriching lives, building trust, and helping people plan for a life well lived.
Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real.


You will be:
*Working closely with Financial Planners to prepare compliant, high-quality suitability reports
*Conducting research and analysis using industry tools
*Producing cashflow models to support recommendations
*Supporting client journey’s by providing insight, clarity, and technical expertise
*Helping ensure we deliver on our promise of excellent client outcomes


About you:
*At least 2 years’ Paraplanning experience in an IFA environment
*Level 4 Diploma qualified (or working towards)
*Strong technical knowledge across a range of financial products
*A team player who thrives in a supportive and growth-focused environment


What’s in it for you:
*Holiday rising with service
*DIS and Income Protection
*Employee Assistance Programme and Financial Wellbeing
*Hybrid, flexible working
*Further exam support
*Supportive and collaborative environment




If this opportunity piques your interest, please reach out or apply for a confidential chat.
Thank you.