Hybrid Paraplanner — Financial Planning Expert

Wesleyan; Birmingham; Hybrid; GBP 36,000 - 48,000; Full time

Benefits offered by this job

Annual bonus

28 days holiday + culture day

Flexible hybrid working

Company pension matched +2%

Free underground parking Birmingham

Salary sacrifice schemes (PMI, EV Leas

Two volunteering days

Job summary

Wesleyan is seeking an experienced Paraplanner to join its Financial Planning team in Birmingham. You will work closely with Specialist Financial Planners and Advisers, providing technical analysis, research and high-quality suitability reports across complex cases to support compliant, well-evidenced advice.

You’ll contribute to estate planning, retirement, pension switching and investment replacements while maintaining strong client documentation and records in a collaborative, flexible hybrid

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 technical knowledge across pensions, investments, protection products, tax wrappers and relevant financial planning considerations.
• Experience researching recommendations, assessing suitability and producing high-quality suitability reports and client case files.
• Strong analytical skills with the ability to assess client objectives, risks, charges, product features and recommendation suitability.
• Excellent communication, organisation and stakeholder management skills, with the ability to manage multiple priorities and deadlines effectively.
• Knowledge of Defined Benefit pension schemes, public sector pensions or paraplanning research tools would be advantageous.

Responsibilities

• Prepare complete and accurate case documentation, including research, technical analysis, calculations and suitability reports, ensuring recommendations are fully evidenced and compliant.
• Produce product information packs, illustrations and supporting documentation for adviser meetings and client recommendations.
• Manage assigned cases effectively, ensuring service standards, quality expectations, deadlines and agreed KPIs are consistently achieved.
• Maintain accurate records across relevant systems, including client information, case notes, research outputs and supporting documentation.
• Provide technical support across telephone, email and web-based channels, helping advisers navigate complex planning scenarios and technical queries.
• Deliver guidance and support on areas including estate planning, pension and retirement advice, pension switching and investment replacement.

Skills

Analytical skills

Communication

Stakeholder management

Pensions knowledge

Education

Diploma Qualified (Level 4) in Financial Advice or equivalent

Job description

Wesleyan is seeking an experienced Paraplanner to join its Financial Planning team in Birmingham. You will work closely with Specialist Financial Planners and Advisers, providing technical analysis, research and high-quality suitability reports across complex cases to support compliant, well-evidenced advice.

You’ll contribute to estate planning, retirement, pension switching and investment replacements while maintaining strong client documentation and records in a collaborative, flexible hybrid