Paraplanner

Reed; Birmingham; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Early finish on Fridays

Death in service 4x salary

Pension contributions up to 6%

Career development opportunities

Job summary

Reed in Birmingham is seeking an experienced Paraplanner to join a forward-thinking financial planning firm. This role focuses on delivering high-quality advice support to high-net-worth clients within a collaborative, client-focused environment.This role offers hybrid working, with two days per week from home, tailored for the right candidate. You will prepare and maintain client files, build cashflow models, and draft suitability reports, ensuring compliance throughout the process.

Qualifications

• Strong understanding of the financial planning process.
• Technical knowledge across pensions, investments, inheritance tax planning, protection, and tax planning.
• Excellent written communication skills, particularly in suitability report writing.
• Awareness of market trends, regulatory developments, and product changes.

Responsibilities

• Preparing and maintaining detailed client files and annual review documentation.
• Building and analysing cashflow models to support financial planning strategies.
• Drafting clear, accurate, and compliant suitability reports and financial recommendations.
• Conducting both independent and collaborative research to identify suitable financial planning solutions.
• Assisting advisers with comparing and analysing products, investments, and planning strategies.
• Liaising with clients and third-party professionals, including solicitors and accountants, where required.
• Overseeing the implementation of advice and ensuring compliance requirements are met throughout the process.
• Developing and maintaining strong relationships with clients and colleagues.

Skills

Financial planning

Pensions & investments

Suitability reports

Regulatory awareness

Education

Diploma in Financial Planning (Level 4)

Tools

Cashflow modelling software

Job description

Paraplanner

We're looking for an experienced Paraplanner to join a forward-thinking and supportive financial planning firm. This is an excellent opportunity to play a key role in delivering high-quality advice support to high-net-worth clients while working within a collaborative and client-focused environment.

This role offers hybrid working, with a flexible arrangement between home and office-based working, typically including around two days per week from home, although this can be tailored for the right candidate.

What You'll Be Doing

• Preparing and maintaining detailed client files and annual review documentation
• Building and analysing cashflow models to support financial planning strategies
• Drafting clear, accurate, and compliant suitability reports and financial recommendations
• Conducting both independent and collaborative research to identify suitable financial planning solutions
• Assisting advisers with comparing and analysing products, investments, and planning strategies
• Liaising with clients and third-party professionals, including solicitors and accountants, where required
• Overseeing the implementation of advice and ensuring compliance requirements are met throughout the process
• Developing and maintaining strong relationships with clients and colleagues

What We're Looking For

Knowledge & Skills

• Strong understanding of the financial planning process
• Technical knowledge across pensions, investments, inheritance tax planning, protection, and tax planning
• Excellent written communication skills, particularly in suitability report writing
• Awareness of market trends, regulatory developments, and product changes

Experience

• Previous experience in a Paraplanning role
• Experience with cashflow modelling software would be advantageous but is not essential

Qualifications

• Diploma in Financial Planning (or an equivalent Level 4 qualification)
• Willingness to undertake standard background screening, including DBS and credit checks

What's in It for You?

• Salary up to £45,000, depending on experience, with flexibility for exceptional candidates
• 25 days annual leave plus bank holidays
• Hybrid working arrangements to support work-life balance
• Early finish on Fridays
• Death in service benefit (4x salary)
• Employer pension contributions of up to 6%
• Career progression and salary growth aligned with professional development and qualifications