Paraplanner

Reed; Birmingham; Remote; GBP 46,000 - 55,000; Full time

Job summary

A respected IFA firm in Birmingham is seeking an experienced Paraplanner to join their remote team. You'll work closely with Financial Planners, maintaining client records and analysing objectives to deliver tailored financial solutions. The ideal candidate has strong paraplanning experience and familiarity with financial planning platforms. This role offers a competitive salary up to £55k, remote working options, and comprehensive benefits including professional development support.

Benefits

Up to 10% annual bonus

28 days holiday + Bank holidays

Professional development support

Pension and other benefits

Supportive team culture

Qualifications

• Strong paraplanning experience and technical knowledge.
• Familiarity with financial planning platforms.
• Ability to mentor and provide quality assurance.

Responsibilities

• Maintain accurate client records and KYC data.
• Analyse client objectives and identify planning opportunities.
• Research and recommend tailored financial solutions.
• Write clear, compliant suitability reports.
• Ensure all advice meets governance standards.

Skills

Strong paraplanning experience

Technical knowledge

Client outcome focus

Education

CII Diploma in Financial Planning

Tools

Intelligent Office

Curo

Cash Calc

FE Analytics

Dynamic Planner

Job description

Paraplanner Opportunity – Remote - Home Based

Shape the future of financial planning with a firm that invests in you.

Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm, is looking for aParaplannerto join their collaborative and forward-thinking team.

This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move.

The Role:

As a Paraplanner, you’ll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include:

• Maintaining accurate client records and KYC data
• Analysing client objectives to identify planning opportunities
• Researching and recommending tailored financial solutions
• Writing clear, compliant suitability reports
• Ensuring all advice meets governance standards

What’s On Offer:

• Up to £55k(DOE) + up to 10% annual bonus based on performance
• Remote & flexible working options
• 28 days holiday + Bank holidays, with a tiered increase to 30 days
• Professional development support– qualifications, CPD & training
• Excellent benefitsincluding pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme
• Supportive, friendly team culture

What You’ll Bring:

• Strong paraplanning experience and technical knowledge
• Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner
• CII Diploma in Financial Planning (or working towards Chartered status)
• Ability to mentor and provide quality assurance within the team
• A passion for delivering outstanding client outcomes

Ready to take the next step?

Apply now and become part of a business where your skills are recognised and your career can thrive.

For more information and confidential chat, contact Jack Hillon .