Full job descriptionJob Title: Paraplanner
Location: Birmingham (Hybrid)
Salary: £35,000 - £45,000


Early Finish Fridays | Flexible Hybrid Working | Generous Holidays | Birthday Off |Protection Benefits


Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment?
We’re working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they’re growing.
You’ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.


What you’ll be doing:
*Writing detailed, tailored suitability reports
*Conducting cash flow forecasting and financial analysis
*Researching providers, products, and solutions
*Collaborating with advisers and supporting clients with clarity and care
*Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings
What we’re looking for:
*Paraplanning experience within a Financial Planning firm
*Level 4 Diploma qualified
*Confident communicator, written and verbal, with a client-focused mindset
*Strong technical knowledge of pensions, investments, and FCA regulations


If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we’d love to hear from you.