Paraplanner

Premier Jobs UK Ltd; Birmingham; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Competitive salary

4.5-day week

Training & development

Benefits package

Job summary

Premier Jobs UK Ltd is assisting a boutique wealth management firm in the Sutton Coldfield area to recruit a Paraplanner. You will support a team of advisers, prepare comprehensive suitability reports, and perform technical and tax calculations while ensuring regulatory standards and high-quality client outcomes.

The environment is client-focused and supportive, with ongoing training. Location is 100% office-based; salary from £35,000, and a 4.5-day week (finish at 1pm Friday) with standard

Qualifications

• Essential: approximately 2 years paraplanning experience.
• Essential: proven report writing experience.
• Essential: technical calculation experience, particularly tax calculations.
• Desirable: Diploma in Financial Planning (in progress or few papers remaining).
• Desirable: experience with Intelligence Office, Dynamic Planner, or similar systems.

Responsibilities

• Prepare comprehensive suitability reports for clients.
• Conduct technical and tax calculations.
• Support financial advisors with case preparation.
• Ensure all client documentation meets regulatory standards.

Skills

Paraplanning experience

Report writing

Tax calculations

Education

Diploma in Financial Planning

Tools

Intelligence Office

Dynamic Planner

Job description

Are you a Paraplanner looking to join a close-knit, client-focused team where you'll be valued and supported? This is an exciting opportunity to become an integral part of a growing wealth management firm in the Sutton Coldfield area.

As a Paraplanner, you'll play a key role in supporting a team of advisors, working on technical calculations, producing high-quality suitability reports, and contributing to the delivery of excellent client outcomes. This Paraplanner role offers the chance to work in a genuinely supportive environment where your technical skills will be appreciated and developed through ongoing training support.

Your responsibilities as a Paraplanner will include:

• Preparing comprehensive suitability reports for clients
• Conducting technical and tax calculations
• Supporting financial advisors with case preparation
• Ensuring all client documentation meets regulatory standards

Paraplanner Requirements:

• Essential: Approximately 2 years' paraplanning experience
• Essential: Proven report writing experience
• Essential: Technical calculation experience, particularly tax calculations
• Desirable: Diploma in Financial Planning (halfway through or a few papers remaining is acceptable)
• Desirable: Experience with Intelligence Office, Dynamic Planner, or similar systems

The Company

Our client is a boutique wealth management firm with a close-knit team culture. They pride themselves on being client-focused and non-corporate, offering a genuinely pleasant working environment where team members are supported and valued.

Paraplanner Benefits:

• Competitive salary from £35,000 (depending on experience and qualifications)
• 4.5-day working week - finish at 1pm every Friday
• Training and development support
• Standard benefits package

Location

This Paraplanner position is 100% office-based in the Sutton Coldfield area. Candidates must be commutable to this location.