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This job expired on 29/09/2026. It no longer accepts applications.
Paraplanner – Financial Planning Support
WEALTHLINK RECRUITMENT LTD · Birmingham
Job description
About the role
We are partnering with a chartered independent financial adviser in Edgbaston, Birmingham, to recruit an experienced Paraplanner. Working closely with a senior financial planner and a small administration pod, you will support a long‑standing client base across pensions, investments, tax and trust matters.
Key responsibilities
- Assist financial planners in preparing comprehensive financial plans, investment strategies and recommendations.
- Conduct research on investment products, pensions, tax regulations and related financial matters.
- Analyse client data to support and substantiate financial recommendations.
- Prepare and maintain client documentation, reports and compliance records.
- Liaise with clients, providers and other professionals as required.
- Ensure all work complies with regulatory requirements and company policies.
- Manage and track the progress of client cases to ensure timely delivery of plans.
Required profile
- Level 4 diploma in regulated financial planning.
- Minimum 2 years experience in a paraplanning role.
Required skills
What we offer
- Salary up to £55,000 per annum.
- Hybrid working – two days remote per week.
- 25 days annual leave plus bank holidays.
- Company bonus scheme.
- Study support towards Chartered status.
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WEALTHLINK RECRUITMENT LTD
Birmingham