Experienced Paraplanner - Hybrid Wealth Planning (Midlands)

The Opportunity Hub UK; Birmingham; Hybride; GBP 34 200 - 41 800; Plein temps

Avantages offerts par ce poste

Salary up to £38,000

Hybrid working 3 days in office, 2 at

31 days annual leave

Income protection

Life assurance 4x annual salary

Sick pay

Pension with salary sacrifice

Employee referral rewards

Employee Assistance Programme

Wellness and mental health support

Financial wellbeing resources

Résumé du poste

The Opportunity Hub UK is seeking an Experienced Paraplanner to support senior Financial Planners and deliver high-quality client outcomes. You’ll work in a collaborative, growth-focused environment that prioritises people and professional development.

You will conduct research, prepare suitability reports, and handle fund analyses with rigor, supporting a culture of client-centric service delivery and regulatory compliance across the Midlands region.

Qualifications

• This role requires minimum 2 years paraplanning experience within an IFA environment.
• Strong knowledge of diverse financial products and planning strategies.
• DipPFS qualification preferred.

Responsabilités

• Research and identify financial planning opportunities tailored to client objectives.
• Prepare detailed suitability reports and strategic recommendations for approval.
• Conduct fund research and analysis using FE Analytics.
• Maintain due diligence across funds, platforms and providers.
• Generate return analyses and performance reports for the team.
• Ensure client documentation meets regulatory standards and quality benchmarks.

Connaissances

Paraplanning experience

Client communication

Team collaboration

Attention to detail

Regulatory compliance

Formation

DipPFS or Level 4 certification

Outils

FE Analytics

IFA systems

Description du poste

The Opportunity Hub UK is seeking an Experienced Paraplanner to support senior Financial Planners and deliver high-quality client outcomes. You’ll work in a collaborative, growth-focused environment that prioritises people and professional development.

You will conduct research, prepare suitability reports, and handle fund analyses with rigor, supporting a culture of client-centric service delivery and regulatory compliance across the Midlands region.