Paraplanner

Premier Jobs UK; Birmingham; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Early finish every Friday

28 days holiday + bank holidays + own)

Employer pension contribution

Life cover

Health and wellbeing benefits

Job summary

Premier Jobs UK is recruiting for a Hybrid Paraplanner role in the UK, with Birmingham as a primary option. You will support a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability reports within a centralised team.

You will develop technical knowledge across pensions and investments, with progression into senior paraplanning or technical roles. Hybrid working is offered with some office presence and training support.

Qualifications

• Paraplanner with experience in financial planning or wealth management
• Level 4 Diploma in Regulated Financial Planning
• Strong technical knowledge across pensions and investments

Skills

Paraplanner experience

Level 4 Diploma

Pensions knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Cash flow modelling software

Job description

Hybrid Paraplanner – Overview

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work‑life balance.

This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client‑focused financial planning solutions.

The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations.

This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time.

Requirements

• Proven experience working as a Paraplanner within financial planning or wealth management
• Level 4 Diploma in Regulated Financial Planning
• Strong technical knowledge across pensions and investments

Desirable:

• Experience using cash flow modelling software
• Experience working in a centralised or technical paraplanning team

Benefits

• Salary £35,000 to £42,000 depending on experience
• Salary of up to £48,000 available for candidates who are Chartered or close to achieving Chartered status
• Hybrid working with only one day per week in the office
• Early finish every Friday
• 28 days holiday plus bank holidays and birthday off
• Employer pension contribution and life cover
• Health and wellbeing benefits and structured training support

Location

Based from either Market Harborough, Birmingham, Barnstaple or Newcastle with hybrid working available.

Apply

If you are a Paraplanner looking for a supportive environment where technical quality and work‑life balance are both prioritised, please apply to discuss this opportunity in confidence.