Full job descriptionParaplanner
Sutton Coldfield | Hybrid (3 days per week)
Up to £55,000
An excellent opportunity has arisen for an experienced Associate Financial Planner (Paraplanner) to join one of the Midlands’ most highly regarded Chartered Financial Planning firms.
This is far more than a traditional paraplanning role.
You’ll become part of a collaborative planning pod, working closely with experienced Financial Planners and fellow technical professionals to deliver exceptional financial planning for high net worth private clients.
The firm’s reputation has been built on technical excellence, outstanding client service and a culture where advisers and paraplanners work together rather than in silos. If you enjoy discussing complex planning strategies, contributing to client recommendations and continually developing your technical expertise, this is an opportunity to join a business where your knowledge will be genuinely valued.
The RoleAs an Associate Financial Planner, you’ll play an integral part throughout the advice process, helping to shape recommendations and deliver thoughtful, well-structured financial planning solutions.
Responsibilities will include:
• Preparing high-quality suitability reports
• Conducting technical research across pensions, investments, tax and estate planning
• Supporting complex financial planning cases
• Producing cashflow models and technical analysis
• Working closely with Financial Planners within a dedicated planning pod
• Helping to ensure clients receive an outstanding, professional service throughout their financial planning journey
• Contributing ideas and technical insight to achieve the best possible client outcomes
About YouTo be considered, you should demonstrate:
• Level 4 Diploma qualified as a minimum
• Ideally Chartered or actively working towards Chartered status
• Previous Paraplanning experience within an Independent Financial Planning environment
• Strong technical knowledge across pensions, investments and tax planning
• Excellent report writing, analytical and research skills
• A collaborative approach and genuine passion for delivering high-quality financial planning
Why Join?• Salary up to £55,000
• Hybrid working (3 days per week in the Sutton Coldfield office)
• Work within a genuinely collaborative planning pod
• High quality HNW client work
• Be recognised as an integral part of the financial planning process
• Ongoing support towards Chartered status and continued professional development
• Join a firm where collaboration, precision and technical excellence are embedded in the way people work
This is an outstanding opportunity for an experienced Paraplanner looking to join a firm where technical expertise is genuinely respected, collaboration is part of everyday life and delivering exceptional client outcomes is always the priority.