Associate Financial Planner (Technical Paraplanner) - Hybrid

Brevere Group; Sutton Coldfield; On-site; GBP 60,000 - 80,000; Full time

Job summary

A highly regarded Chartered Financial Planning firm is seeking an Associate Financial Planner in Sutton Coldfield to join their award-winning team. You will play a technical lead role within a planner pod, producing suitability reports and ensuring the highest regulatory standards. The ideal candidate will have over 5 years in a paraplanning role and a passion for delivering exceptional client service, with strong analytical and communication skills. Competitive benefits include a discretionary bonus and 25 days holiday.

Benefits

Discretionary bonus

3% employer pension contribution

Life insurance (4x salary)

25 days holiday + bank holidays & Christmas closure

Exam support and paid study leave

Qualifications

• 5+ years’ experience in a technical / paraplanning role.
• Strong analytical, written, and communication skills.
• Passion for delivering first-class client service.

Responsibilities

• Support Financial Planners with analysis, research, and technical recommendations.
• Produce compliant, client-friendly suitability reports.
• Attend client meetings as the technical expert.
• Ensure all work meets the highest regulatory and governance standards.

Skills

Analytical skills

Written communication

Client service

Education

Level 4 Diploma (Chartered or working towards)

Job description

Are you a detail-driven financial professional ready to step up into a client-focused role where your technical expertise really counts?

My client, a highly regarded Chartered Financial Planning firm, is looking for an Associate Financial Planner to join their award-winning team.

This is more than paraplanning — you’ll be the technical lead within a planner “pod,” helping deliver exceptional client outcomes, crafting high-quality suitability reports, and translating complex advice into clear, confident client conversations.

What you’ll do :

• Support Financial Planners with analysis, research, and technical recommendations
• Produce compliant, client-friendly suitability reports
• Attend client meetings as the technical expert
• Ensure all work meets the highest regulatory and governance standards

What you’ll bring :

• 5+ years’ experience in a technical / paraplanning role
• Level 4 Diploma (Chartered or working towards preferred)
• Strong analytical, written, and communication skills
• Passion for delivering first-class client service

What’s on offer :

• Discretionary bonus & 3% employer pension contribution
• Life insurance (4x salary)
• 25 days holiday + bank holidays & Christmas closure
• Exam support and paid study leave