Level 4 Qualified Paraplanner – Hybrid (Birmingham)

About the role

We are seeking a Level 4 qualified Paraplanner to join our client‑focused wealth management team in Birmingham. The role offers a hybrid working pattern, allowing you to work three days in the office and two days from home while supporting advisers in delivering high‑quality financial advice.

Key responsibilities

• Prepare detailed, FCA‑compliant suitability reports.
• Conduct technical research across pensions, investments and protection.
• Perform cash‑flow modelling and financial planning analysis.
• Compare products and providers for complex cases.
• Liaise with providers, advisers and administration teams.

Required profile

• Level 4 Diploma in Financial Planning (essential).
• Previous paraplanning experience within an IFA or wealth‑management firm.
• Strong technical knowledge of pensions, investments and protection.
• Excellent report writing, research and attention to detail.

Required skills

What we offer

• Salary up to £50,000 per year.
• Hybrid working – 3 days in the Birmingham office, 2 days remote.
• Company pension and generous holiday allowance.
• Ongoing professional development and support for further qualifications.
• Clear career progression in a friendly, collaborative environment.