Paraplanner

Job in Birmingham, West Midlands, B1, England, UK

Listing for: Recruit UK

Full Time position
Listed on 2026-06-29

Job specializations:

Finance & Banking
Financial Analyst

Salary/Wage Range or Industry Benchmark: 50000 GBP Yearly GBP 50000.00 YEAR

Job Title: Paraplanner

Industry: Financial Planning

Location: Birmingham (Hybrid)

Salary: Up to £50,000

Job Reference: 10368

Job Description:

Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham.

As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience.

Responsibilities

Prepare annual review packs and documentation for client meetings
Draft suitability reports and associated recommendation documents using templated frameworks
Assist advisers in designing financial planning strategies and recommendations
Build and maintain detailed cashflow models

What's in it for you?

Salary up to £50,000 (negotiable dependent on experience)
Flexi time (early start and finishing times, option to build up time in leu and claim back)
Pension contribution
23 days holiday plus bank holidays
Beautiful offices in the heart of Birmingham
Career professional development
Supportive working environment
Hybrid working

Skills and experience required

Level 4 Diploma is essential
Advanced proficiency in Voyant Cashflow Planning

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