Paraplanner

Eden Rose; Birmingham; On-site; GBP 35,000 - 45,000; Full time

Job summary

Eden Rose in Birmingham is seeking a Paraplanner to support the Financial Planning team in delivering compliant, high-quality advice. This role offers exposure to holistic financial planning and collaboration with experienced advisers.

You will develop technical knowledge across investments, retirement, tax and inheritance planning while building client relationships and contributing to reports and recommendations.

Qualifications

• Strong administrative, research, report writing and communication skills.
• Excellent analytical skills with a structured and organised working approach.
• Commitment to ongoing professional development and maintaining CPD requirements.
• Chartered Financial Planner status preferable, or willingness to work towards it.

Responsibilities

• Analyse clients’ financial needs and build cash flow models.
• Construct financial planning solutions across investments, retirement, long-term care, tax and inheritance planning.
• Prepare recommendations, letters and reports, liaising with administrators and maintaining client files.
• Support client reviews, updating cash flow models and investment performance reviews.
• Maintain client relationships via telephone, email, letters and meetings, presenting solutions.
• Coordinate with colleagues to ensure applications and provider forms are completed and clients are kept informed.
• Collaborate with solicitors, accountants and advisers to implement action plans.

Skills

Administrative

Research

Report writing

Communication

Analytical

CPD

Education

Diploma in Financial Planning

Job description

Company Overview

A well-established financial planning firm, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local charities and good causes, and prides itself on strong client relationships, transparency, and trust.

Job Ref: 90720

Location: Birmingham

Salary: £35,000 - £45,000 Per Annum

Employment Type: Permanent

• Location: Birmingham, West Midlands
• Type: Permanent
• Job #90720
• Salary: £35,000 - £45,000 Per Annum

Paraplanner – Birmingham

Company Overview

A well-established financial planning firm, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local charities and good causes, and prides itself on strong client relationships, transparency, and trust.

The Role

We are seeking a Paraplanner to support the Financial Planning team in delivering fully compliant, high-quality advice. This is an excellent opportunity to gain exposure to holistic financial planning, working alongside experienced advisers and developing technical knowledge in a variety of areas.

Responsibilities

• Analyse clients’ financial requirements, develop cash flow models, and maintain accurate client records.
• Construct financial planning solutions across investment, retirement, long-term care, tax, and inheritance planning.
• Prepare recommendations, letters, and reports, liaising with administrators and maintaining client files and IT records throughout the advice process.
• Support client reviews, updating cash flow models, investment performance reviews, and associated reports.
• Build and maintain client relationships through telephone, email, letters, and meetings, presenting solutions and recommendations where required.
• Coordinate with colleagues to ensure applications and provider forms are completed and clients are kept informed throughout the process.
• Collaborate with other professional advisers (e.g., solicitors, accountants) to implement agreed action plans.

Requirements

• Diploma in Financial Planning (or equivalent); willingness to maintain compliance and regulatory knowledge.
• Minimum of four years’ industry experience preferred.
• Strong administrative, research, report writing, and communication skills.
• Excellent analytical skills with a structured and organised working approach.
• Commitment to ongoing professional development and maintaining CPD requirements.
• Chartered Financial Planner status preferable, or willingness to work towards it.