Paraplanner

Sanderson; Birmingham; On-site; GBP 35,000 - 42,000; Full time

Benefits offered by this job

Hybrid work with one office day per wk

Early finish every Friday

28 days annual leave + bank holidays +

Birthday day off

Employer pension contributions

Death-in-service cover

Income protection

Health and wellbeing benefits

Professional development

Collaborative team culture

Job summary

ParaPlanner in the United Kingdom is recruiting an experienced Paraplanner to join its technical support team, with hybrid working in Market Harborough or Birmingham and an early Friday finish. You will support Financial Planners by preparing cashflow models, bespoke reports, and regulatory-compliant advice materials, contributing to client outcomes and professional development.

The role offers a competitive salary, 28 days leave, pension contributions, and ongoing progression within a

Qualifications

• Proven paraplanner experience within financial planning or wealth management.
• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Strong knowledge of pensions, investments and tax planning.
• Excellent report-writing and ability to explain complex information clearly.
• Experience using cashflow modelling software, CRM systems and financial research platforms.
• Detail-oriented with a proactive, collaborative approach.
• Keen to continue developing technical knowledge.

Responsibilities

• Conduct research across pensions, investments, protection, and wider planning.
• Prepare accurate cashflow models to support recommendations.
• Produce bespoke suitability reports and documents.
• Liaise with clients and professional connections (solicitors, accountants).
• Support advice implementation, applications and compliance processes.
• Ensure all work meets FCA regulatory requirements and Consumer Duty.

Skills

Paraplanner experience

Level 4 Diploma in Regulated Financial

Pensions knowledge

Investments knowledge

Tax planning

Report writing

Cashflow modelling

CRM systems

Financial research platforms

Attention to detail

Collaborative

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Cashflow modelling software

CRM systems

Financial research platforms

Job description

ParaPlanner

Location: Market Harborough or BirminghamEmployment Type: Full-Time (with an early Friday finish)Salary: £35,000-£42,000 (depending on experience)

Take your paraplanning career to the next level with a growing, supportive financial planning firm offering hybrid working, early Friday finishes, and genuine career development.

About the Role

An established and expanding financial planning practice is looking for an experienced Paraplanner to join its technical support team. This is an excellent opportunity to work in a collaborative environment where your technical expertise is valued, your professional development is encouraged, and work-life balance is a genuine priority.

You'll work closely with Financial Planners to deliver high-quality technical support, helping provide tailored financial planning solutions and excellent client outcomes.

About You

We're looking for someone who has:

• Proven experience as a Paraplanner within financial planning or wealth management.
• A Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Strong knowledge of pensions, investments and tax-efficient planning strategies.
• Excellent report-writing skills with the ability to explain complex information clearly.
• Experience using cashflow modelling software, CRM systems and financial research platforms.
• Strong attention to detail and a proactive, collaborative approach.
• A desire to continue developing technical knowledge and expertise.

Key Responsibilities

• Conduct research across pensions, investments, protection and wider financial planning matters.
• Prepare accurate cashflow models to support client recommendations.
• Produce bespoke suitability reports and recommendation documents.
• Liaise with clients and professional connections, including solicitors and accountants.
• Support advice implementation, applications and compliance processes.
• Ensure all work meets FCA regulatory requirements and Consumer Duty principles.

What's on Offer?

• Hybrid working with only one office day per week.
• Early finish every Friday.
• 28 days' annual leave plus bank holidays, with an additional day off for your birthday.
• Employer pension contributions.
• Death-in-service cover and income protection.
• Health and wellbeing benefits, including access to virtual GP services and mental health support.
• Ongoing professional development and structured career progression.
• A friendly, collaborative team culture within a growing and respected financial planning business.

Reasonable Adjustments

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.