Paraplanner

The Opportunity Hub UK; Birmingham; Hybrid; GBP 34,200 - 41,800; Full time

Benefits offered by this job

Salary up to £38,000

Hybrid working 3 days in office, 2 at

31 days annual leave

Income protection

Life assurance 4x annual salary

Sick pay

Pension with salary sacrifice

Employee referral rewards

Employee Assistance Programme

Wellness and mental health support

Financial wellbeing resources

Job summary

The Opportunity Hub UK is seeking an Experienced Paraplanner to support senior Financial Planners and deliver high-quality client outcomes. You’ll work in a collaborative, growth-focused environment that prioritises people and professional development.

You will conduct research, prepare suitability reports, and handle fund analyses with rigor, supporting a culture of client-centric service delivery and regulatory compliance across the Midlands region.

Qualifications

• This role requires minimum 2 years paraplanning experience within an IFA environment.
• Strong knowledge of diverse financial products and planning strategies.
• DipPFS qualification preferred.

Responsibilities

• Research and identify financial planning opportunities tailored to client objectives.
• Prepare detailed suitability reports and strategic recommendations for approval.
• Conduct fund research and analysis using FE Analytics.
• Maintain due diligence across funds, platforms and providers.
• Generate return analyses and performance reports for the team.
• Ensure client documentation meets regulatory standards and quality benchmarks.

Skills

Paraplanning experience

Client communication

Team collaboration

Attention to detail

Regulatory compliance

Education

DipPFS or Level 4 certification

Tools

FE Analytics

IFA systems

Job description

Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do.

Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region.

About the Company

This established independent financial planning business has reimagined what modern wealth management should look like. Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice. Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey.

The Role Overview

As an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success.

Your Core Responsibilities

• Research and identify comprehensive financial planning opportunities tailored to individual client objectives
• Prepare detailed suitability reports and strategic recommendations for Financial Planner approval
• Conduct thorough fund research and analysis utilising industry-leading platforms such as FE Analytics
• Maintain current due diligence research across funds, platforms, and product providers
• Generate cumulative return analyses and performance reporting for team collaboration
• Ensure all client documentation meets regulatory compliance standards and quality benchmarks

Essential Qualifications and Experience

• Minimum 2 years' paraplanning experience within an established IFA environment
• Comprehensive knowledge of diverse financial products and planning strategies
• DipPFS qualification or equivalent Level 4 professional certification preferred
• Proven track record of delivering exceptional client communication and service standards
• Strong collaborative approach with demonstrated team working capabilities
• Extensive experience with IFA systems, processes, and regulatory requirements
• Outstanding attention to detail with commitment to quality service delivery
• Personal attributes including adaptability, enthusiasm, reliability, and professional integrity

Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.

Comprehensive Benefits Package

• Competitive salary up to £38,000 based on experience and qualifications
• Flexible hybrid working arrangement – 3 days office-based, 2 days working from home
• Generous 31 days annual leave entitlement including bank holidays
• Comprehensive income protection coverage
• Life assurance at 4x annual salary
• Enhanced company sick pay scheme
• Pension scheme with salary sacrifice options
• Employee referral rewards programme
• Employee Assistance Programme for personal support
• Wellness and mental health support initiatives
• Financial wellbeing resources and guidance

Why Build Your Career in Financial Planning?

The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services. For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice. With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals.

This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK – connecting ambitious financial services professionals with career-defining positions.