Paraplanner

Capio Recruitment Financial Planning; Birmingham; Hybrid; GBP 35,000 - 42,000; Full time

Job summary

An established industry player in financial planning is seeking a motivated Paraplanner to join their dynamic team. This role offers a unique opportunity to support a diverse range of clients, from individuals to corporations, while enhancing your skills in financial modeling and client communication. With a strong emphasis on collaboration and professional growth, this firm is committed to fostering a supportive environment that values your expertise. If you're ready to take the next step in your career and make a meaningful impact, this position could be the perfect fit for you.

Benefits

Enhanced holiday policies

Protection policies

Flexible working model

Supportive environment for development

Qualifications

• Experience in a Paraplanning role within a Financial Planning firm.
• Strong understanding of pensions, investments, and FCA guidelines.

Responsibilities

• Producing comprehensive, tailored suitability reports.
• Creating financial models and conducting cash flow analysis.
• Working collaboratively with advisers for seamless client support.

Skills

Financial Planning

Cash Flow Analysis

Product Research

Communication Skills

Detail Orientation

Education

Level 4 Diploma (DipPFS or equivalent)

Job description

Job Description

Job Title: ParaplannerLocation: Birmingham (Hybrid/Remote)Salary: £35,000 - £42,000

Are you a driven financial services professional looking to progress your career in Paraplanning?

We’re working with a well-established and forward-thinking firm of Independent Financial Planners based in Birmingham. Renowned for their client-centric ethos and collaborative working style, they’ve built a strong presence in the financial planning space — and they’re continuing to expand.

As part of their growth, they’re looking to welcome an experienced Paraplanner to their close-knit team. In this role, you’ll work alongside advisers to support a variety of client needs, from private individuals to corporate clients, providing you with the opportunity to broaden your knowledge and have real input in the advice process.

Key responsibilities include:

• Producing comprehensive, tailored suitability reports
• Creating financial models and conducting cash flow analysis
• Carrying out product and provider research
• Working collaboratively with advisers to ensure seamless client support
• Helping deliver high-quality, holistic financial planning solutions

What’s on offer:

• Competitive benefits, including enhanced holiday and protection policies
• A flexible working model that promotes a healthy work-life balance
• A supportive environment that encourages development and long-term progression

What they’re looking for:

• Previous experience in a Paraplanning role within a Financial Planning firm
• Level 4 Diploma (DipPFS or equivalent)
• Excellent communication skills with a strong eye for detail
• Solid understanding of pensions, investments, and FCA guidelines

If you’re ready for a fresh challenge in a role where your knowledge and input are truly valued, we’d love to hear from you.