Paraplanner

Paraplanner

Location:

Edgbaston Salary:
Up to £38,000 (depending on experience) Type:
Full-time, permanent About the Role An established and forward-thinking financial planning business is seeking an experienced Paraplanner to join its expanding team. Working closely with Financial Planners, you will play a key role in delivering high-quality, compliant advice to a diverse client base. This is an excellent opportunity to join a values-led organisation that focuses on long-term financial planning and client outcomes, rather than product-led sales.

Key Responsibilities Conduct fund research and analysis to support client recommendations Prepare detailed financial suitability reports and documentation Produce cashflow modelling and reports for client reviews Maintain due diligence records on funds, platforms, and providers Collaborate with advisers to identify suitable planning solutions Ensure all client records and compliance documentation meet regulatory standards Assist with tax calculations and financial planning analysis where required About You Minimum 2 years’ Paraplanning experience within an IFA environment DipPFS (Level
4) qualified or equivalent Strong understanding of the end-to-end financial planning process Experience across a range of financial products Excellent attention to detail and organisational skills Confident communicator with a collaborative mindset Ability to work independently and manage priorities effectively What’s on Offer Competitive salary up to £38,000 Pension contribution (with salary sacrifice option) 23 days holiday  bank holidays (increasing with service) Life cover and income protection Employee assistance programme and wellbeing support Supportive, collaborative working culture focused on personal development If you feel like this is a role for you, please apply below