Paraplanner

Ortus PSR Ltd.; Birmingham; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading financial planning firm in Birmingham seeks a skilled Paraplanner to join their team. This role offers hybrid working, career development opportunities, and involvement in diverse financial planning tasks. Candidates should possess strong report-writing skills and a Level 4 Diploma in Financial Planning. A supportive culture and a competitive salary package await the right individual.

Benefits

Private Medical Insurance (PMI)

Death in Service (DIS)

Income Protection

Qualifications

• Level 4 Diploma in Financial Planning or nearing completion.
• Experience in a range of financial products and technical calculations.
• Proactive and ambitious individual.

Responsibilities

• Attend client meetings with Advisers to document actions.
• Prepare suitability reports and conduct technical research.
• Undertake calculations and performance analysis.

Skills

Attention to detail

Strong report-writing skills

Proficiency in Microsoft Office

Technical research

Education

Level 4 Diploma in Financial Planning (CII)

Tools

Microsoft Word

Microsoft Excel

Fidelity platform

Job description

Paraplanner – Hybrid Working | Birmingham

Are you an experienced Paraplanner looking for an exciting new challenge in a dynamic and growing financial planning firm? We’re working with a well-established and award-winning Independent Financial Planning firm based in the heart of Birmingham, who are looking for a talented professional to join their expanding paraplanning team.

Why This Role?

• Hybrid Working – Enjoy a flexible working model with two days in the office and three days working from home.
• Career Development – Support towards Chartered status with opportunities to develop your technical expertise.
• Diverse & Engaging Work – Work across a broad range of financial planning areas, including complex calculations, research, and client meetings.
• Supportive & Friendly Culture – Be part of a firm that values collaboration, innovation, and personal growth.
• Competitive Package – Salary dependent on experience, plus benefits including Private Medical Insurance (PMI), Death in Service (DIS), and Income Protection.

Your Role

As a key member of the paraplanning team, you’ll work closely with Financial Advisers, helping to deliver outstanding client service. Your responsibilities will include:

• Attending client meetings with Advisers to document discussions and agreed actions.
• Preparing suitability reports and conducting technical research.
• Undertaking calculations and performance analysis to support financial planning recommendations.
• Assisting with implementation of product recommendations and ensuring compliance standards are met.
• Producing illustrations and supporting documents for client presentations and reviews.

What We’re Looking For

• Level 4 Diploma in Financial Planning (CII) or very close to achieving.
• Strong report-writing skills with attention to detail.
• Experience in a broad range of financial products and technical calculations.
• Proficiency in Microsoft Office (Word & Excel) – experience with the Fidelity platform is desirable.
• A proactive and ambitious individual keen to contribute to the firm’s ongoing success.

This is an outstanding opportunity for a motivated paraplanner to take their career to the next level in a flexible and supportive environment. If you're ready to be part of a forward-thinking firm that values expertise and development, apply today.