Paraplanner – Financial Planning Support

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.