Hybrid Paraplanner: Complex Financial Planning

Wesleyan Group; Birmingham; Hybrid; GBP 34,000 - 42,000; Full time

Benefits offered by this job

Annual bonus

Holiday allowance

Hybrid working

Pension scheme

Parking

Salary sacrifice

Family leave & volunteering

Job summary

Wesleyan in Birmingham is seeking an experienced Paraplanner to join our Financial Planning team on a permanent, 35-hour week hybrid basis. You will produce technical analysis, research, and suitability reports, supporting Specialist Financial Planners and Advisers to deliver well-evidenced, compliant client recommendations.

You’ll work across estate and retirement planning, pensions, and investments, ensuring high-quality case files, accurate documentation, and proactive client service.

Qualifications

• Fully Diploma Qualified (Level 4) in Financial Advice or equivalent.
• Experience in a Paraplanner, Technical Consultant, Financial Planning or Financial Advice support role.
• Strong knowledge of pensions, investments, protection products, tax wrappers and planning considerations.
• Experience researching recommendations, assessing suitability and producing high-quality reports.
• Excellent analytical, communication and organisational abilities.

Responsibilities

• Prepare complete and accurate case documentation, including research, technical analysis, calculations and suitability reports.
• Produce product information packs, illustrations and supporting documentation for adviser meetings.
• Manage assigned cases effectively, meeting service standards, deadlines and KPIs.
• Maintain accurate records across relevant systems and client case files.
• Provide technical support across telephone, email and web-based channels.
• Deliver guidance on estate planning, pension and retirement advice, and investment replacement.

Skills

Strong analytical skills

Excellent communication

Organisation & stakeholder management

Ability to manage multiple priorities

Education

Diploma Qualified (Level 4) in Financial Advice or equivalent

Tools

Paraplanning research tools

Job description

Wesleyan in Birmingham is seeking an experienced Paraplanner to join our Financial Planning team on a permanent, 35-hour week hybrid basis. You will produce technical analysis, research, and suitability reports, supporting Specialist Financial Planners and Advisers to deliver well-evidenced, compliant client recommendations.

You’ll work across estate and retirement planning, pensions, and investments, ensuring high-quality case files, accurate documentation, and proactive client service.