Paraplanner

Capio Recruitment; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Healthcare

Insurance

Pension enhancements

Lifestyle perks

Flexible benefits

Job summary

A national wealth management firm in Birmingham is seeking an experienced Paraplanner to join their team. You will prepare detailed reports and conduct research while ensuring compliance for high-net-worth clients. The firm emphasizes professional development and offers pathways towards advanced qualifications. Ideal candidates have experience in a regulated environment and strong technical knowledge across financial products.

Qualifications

• Experience as a Paraplanner in a regulated financial planning environment.
• Strong technical knowledge across pensions, investments, and tax planning.
• Excellent attention to detail and ability to work collaboratively within a team.
• Excellent attention to detail and ability to work collaboratively within a team.

Responsibilities

• Prepare detailed suitability reports and technical documentation.
• Conduct in-depth research on pensions, investments, IHT, and protection products.
• Work closely with Financial Planners to deliver tailored solutions.
• Ensure compliance with FCA regulations.
• Maintain up-to-date technical knowledge to support high-net-worth and complex client needs

Skills

Attention to detail

Collaboration

Research skills

Tax planning

Attention to detail

Education

Diploma qualified (DipPFS)

Chartered status desirable

Job description

Base pay range

Direct message the job poster from Capio Recruitment

• A comprehensive package including healthcare, insurance, pension enhancements, lifestyle perks, and flexible benefits tailored to individual needs
• Company pension

This range is provided by Capio Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

About the Company

This is a highly regarded national wealth management firm with a strong reputation in private client services. Known for its technical expertise and collaborative culture, the firm supports career development and progression within a well-structured adviser and support team.

Role Summary

This is an exciting opportunity for an experienced Paraplanner to join a growing team supporting a group of established Financial Planners. You'll play a key role in producing high-quality advice reports, conducting in-depth research, and ensuring compliance across complex client cases. The firm places strong emphasis on professional development, with opportunities to progress towards advanced technical qualifications or adviser routes if desired.

Key Responsibilities

• Prepare detailed suitability reports and technical documentation to support client advice
• Conduct in-depth research on pensions, investments, IHT, and protection products
• Work closely with Financial Planners to deliver tailored financial planning solutions
• Ensure all recommendations are compliant and aligned with FCA regulations
• Maintain up-to-date technical knowledge to support high-net-worth and complex client needs

Requirements

• Experience as a Paraplanner in a regulated financial planning environment
• Strong technical knowledge across pensions, investments, and tax planning
• Diploma qualified (DipPFS) as a minimum, with progress towards Chartered status desirable
• Excellent attention to detail and ability to work collaboratively within a team

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

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