Paraplanner

James & Partners; Birmingham; Hybride; GBP 54 000 - 66 000; Plein temps

Résumé du poste

James & Partners is seeking an experienced Paraplanner to join its rapidly growing wealth management team in Birmingham. This role offers hybrid/remote working after onboarding and a total package around £60,000.

You will support Financial Advisers by delivering technical planning, pensions knowledge, cashflow modelling and clear suitability reports, with opportunities to develop towards Financial Advice.

Qualifications

• Level 4 Diploma minimum.
• Around 4+ years paraplanning experience.
• Strong knowledge of retirement planning, drawdown, DB and DC pensions, investments, inheritance planning and cashflow modelling.
• Excellent written skills, technical judgement and attention to detail.
• Experience with international / expatriate clients would be highly attractive but not essential.
• Ambitious, collaborative and comfortable working in a fast-paced, growing, modernising advice process.

Responsabilités

• Work in a close support pod alongside Financial Advisers and Administrators, taking ownership of the technical planning work behind client recommendations.
• Analyze fact finds, objectives, existing arrangements and client circumstances to identify planning considerations, information gaps and suitable strategies.
• Prepare clear, compliant and client-friendly suitability reports, financial planning documentation and supporting research.
• Provide technical support across pensions and retirement planning, including DB and DC, drawdown, investments, tax-aware structuring and estate planning considerations.
• Use cashflow modelling and digital planning tools to test scenarios and illustrate outcomes.
• Collaborate with advisers, compliance and specialist teams on complex cases, including cross-border or expatriate circumstances.
• Contribute to improving templates, processes and technology as the UK paraplanning function scales.

Connaissances

Paraplanning experience

Technical financial planning

Cashflow modelling

Cross-border / expatriate planning

Written communication

Attention to detail

Formation

Level 4 Diploma

Outils

Digital planning tools

Description du poste

Paraplanner

Location: Birmingham (open to hybrid/remote working after onboarding)

Package: 50,000 basic + 10,000 bonus (c. 60,000 package)

My client is a rapidly growing international wealth management business building a high-performing UK paraplanning function around quality, consistency and technology. The business supports both UK and internationally mobile clients and is investing heavily in systems that reduce lower-value administration so technical professionals can spend more time on analysis, strategy and adviser partnership. This opportunity is designed for an experienced Level 4 Paraplanner who wants strong technical exposure, remote flexibility and a credible route into advice.

The Role

• Work in a close support pod alongside Financial Advisers and Administrators, taking ownership of the technical planning work behind client recommendations.
• Analyse fact finds, objectives, existing arrangements and client circumstances to identify planning considerations, information gaps and suitable strategies.
• Prepare clear, compliant and client-friendly suitability reports, financial planning documentation and supporting research.
• Provide technical support across pensions and retirement planning, including defined benefit and defined contribution knowledge, drawdown, investments, tax-aware structuring and inheritance / estate planning considerations.
• Use cashflow modelling and digital planning tools to test scenarios, illustrate outcomes and strengthen the planning conversation.
• Work collaboratively with advisers, compliance and specialist teams on more complex cases, including clients with cross-border or expatriate circumstances.
• Contribute to improving templates, processes and technology as the UK paraplanning function continues to scale.

About You

• Level 4 Diploma qualified as a minimum.
• Around 4+ years of genuine UK paraplanning / technical financial planning experience.
• Strong knowledge of retirement planning, drawdown, DB and DC pensions, investments, inheritance planning and cashflow modelling.
• Excellent written skills, technical judgement and attention to detail, with the confidence to challenge or refine an adviser strategy where appropriate.
• Experience with international / expatriate clients, QROPS or cross-border planning would be highly attractive but is not essential.
• Ambitious, collaborative and comfortable working in a fast-paced business that is growing quickly and continuing to modernise its advice process.

Package & Progression

• 50,000 basic salary plus a 10,000 performance bonus, giving a target package of approximately 60,000.
• Full support for further professional qualifications and technical development.
• A clear progression route into Financial Advice / client servicing for those who want to move beyond Paraplanning.
• Exposure to a modern, technology-enabled advice platform and a client base that includes complex UK and internationally mobile wealth.