Junior Paraplanner - £32,000 - £36,000 - Hybrid

ZipRecruiter; Bromsgrove; Hybrid; GBP 32,000 - 36,000; Full time

Job summary

A leading financial planning firm in Bromsgrove seeks a motivated Junior Paraplanner to support senior paraplanners and financial advisers. This hybrid role offers hands-on experience in preparing suitability reports and conducting product research. If you're looking for a career in financial services with excellent training and progression opportunities, this is the ideal opportunity for you.

Benefits

Hybrid working model - 3 days in the Bromsgrove office

Competitive base salary with annual performance bonus

Generous holiday allowance including birthday off

Royal London pension scheme

Health cashback plan and discounts on fitness and retail

Annual company events and team socials

Tailored training and support toward Chartered status

Qualifications

• Previous experience in financial planning administrator role within IFA, wealth management, or financial advisory firm.
• Strong communication and organisational skills.
• Keen interest in personal finance, tax planning, and investment strategies.

Responsibilities

• Assist in preparing client reports and personalised financial plans.
• Conduct product and provider research using industry tools.
• Support advisers in gathering information and progressing cases.

Skills

Communication

Organisational skills

Interest in personal finance

Education

Experience in financial planning administrator role

Tools

Microsoft Office

Financial planning software

Job description

Job Description

Job Title: Junior ParaplannerLocation: Bromsgrove, Worcestershire (Hybrid - 3 days in office)Salary: £32,000 - £36,000 per annumJob Type: Full-Time | Permanent

Kickstart Your Financial Services Career as a Junior ParaplannerAre you a motivated individual with paraplanning or financial planning experience looking to take the next step in your career? A highly regarded and growing financial planning firm in Bromsgrove is looking to add a Junior Paraplanner to their dynamic Technical Research team. This hybrid role offers excellent training and development opportunities, along with a clear path to progression.

The Role:

As a Junior Paraplanner, you will support senior paraplanners and financial advisers in delivering high-quality financial advice to clients. You’ll gain hands-on experience preparing suitability reports, conducting product research, and supporting financial planning strategies across pensions, investments, protection, and tax planning.

Key Responsibilities:

• Assist in preparing client reports and personalised financial plans

• Conduct product and provider research using industry tools

• Support advisers in gathering information and progressing cases

• Accurately maintain client files and records using internal systems

• Learn to carry out tax, pension, and investment calculations

• Collaborate with the wider paraplanning team to ensure compliance and consistency

• Contribute to process improvement and best practice development

What We’re Looking For:

• Previous experience in an financial planning administrator role within an IFA, wealth management, or financial advisory firm

• Strong communication and organisational skills

• Keen interest in personal finance, tax planning, and investment strategies

• Good working knowledge of Microsoft Office and ideally exposure to financial planning software (e.g., Voyant, FE Analytics, or similar)

• Enthusiasm to develop into a fully qualified paraplanner

Benefits Include:

• Hybrid working model - 3 days in the Bromsgrove office

• Competitive base salary with annual performance bonus

• Generous holiday allowance including birthday off and flexible buy/sell scheme

• Royal London pension scheme and death-in-service benefit

• Health cashback plan and discounts on fitness and retail

• Annual company events and team socials

• Tailored training and support toward Chartered status and long-term career growth

This is a perfect opportunity for someone with strong attention to detail and a passion for financial planning to join a supportive, forward-thinking firm and build a rewarding career as a paraplanner.

Apply Today

If you’re looking to grow in a collaborative team environment with structured development, apply now to take your next step as a Junior Paraplanner in Bromsgrove.