Paraplanner

Recruit Wealth Ltd; Birmingham; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Pension plan

Income protection

Death in service

MediCash healthcare

Job summary

Recruit Wealth Ltd in Birmingham is seeking an experienced Paraplanner to join a modern, supportive financial planning business. You’ll provide technical support and deliver tailored financial planning solutions, working closely with Financial Planners.

This role emphasises producing high-quality suitability reports, cashflow modelling and research across pensions, investments and tax planning, with flexible hours and clear career development opportunities.

Qualifications

• Experience as a Paraplanner in a Financial Planning or Wealth Management environment
• Strong knowledge of pensions, investments and tax‑efficient planning
• Excellent suitability report writing skills
• Experience using cashflow modelling software and financial planning technology
• Outstanding attention to detail and strong analytical ability

Responsibilities

• Producing detailed and personalised suitability reports
• Conducting technical research across pensions, investments, protection and tax planning
• Building and maintaining accurate cashflow models
• Preparing recommendations that support holistic financial planning
• Liaising with clients and professional introducers including accountants and solicitors
• Assisting with advice implementation and maintaining high compliance standards
• Supporting Financial Planners throughout the advice process from recommendation through to implementation
• Ensuring FCA and Consumer Duty principles remain at the heart of every client outcome

Skills

Paraplanning

Technical research

Cashflow modelling

Report writing

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning (or equivalent)

Tools

Cashflow modelling software

Job description

1 Day Per Week in the Office | Flexible Working Hours | Early Finish Every Friday | Excellent Benefits

Looking to further your Paraplanning career with all the flexibility you could ever wish for!?

If you’re an experienced Paraplanner who enjoys the technical side of financial planning and wants to work for a modern, supportive and growing Financial Planning business, this could be the opportunity you’ve been waiting for.

We’re recruiting on behalf of one of the UK’s most respected, Independent Financial Planning names, who are continuing to invest heavily in their Paraplanning function.

Their technical teams are highly regarded internally, with Paraplanners playing a central role in delivering exceptional client outcomes rather than simply producing reports.

You’ll be joining a collaborative environment where your knowledge is respected, your opinion is valued and your career development is actively encouraged.

Whether your passion lies in technical research, cashflow modelling or producing high-quality suitability reports, you’ll have the opportunity to work alongside experienced Financial Planners and help deliver truly holistic financial advice.

What’s on offer?

• Just one day required in the office during the working week
• Flexible working hours throughout the week
• Early finish every Friday to kick-start your weekend
• 28 days annual leave plus Bank Holidays
• Your birthday off every year
• Excellent employer pension contribution
• Income Protection
• Death in Service cover
• MediCash healthcare, GP access, wellbeing support.
• Ongoing professional development through an industry leading internal academy
• Genuine career progression within a growing national Financial Planning business
• Supportive, flexible, friendly and highly collaborative culture

The Role

Working closely with a team of experienced Financial Planners, you’ll provide first-class technical support and help deliver tailored financial planning solutions for a wide range of clients.

Your responsibilities will include:

• Producing detailed and personalised suitability reports
• Conducting technical research across pensions, investments, protection and tax planning
• Building and maintaining accurate cashflow models
• Preparing recommendations that support holistic financial planning
• Liaising with clients and professional introducers including accountants and solicitors
• Assisting with advice implementation and maintaining high compliance standards
• Supporting Financial Planners throughout the advice process from recommendation through to implementation
• Ensuring FCA and Consumer Duty principles remain at the heart of every client outcome

About You

You’ll already have experience working as a Paraplanner within a Financial Planning or Wealth Management environment and be passionate about delivering exceptional technical work.

You’ll ideally have:

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Previous Paraplanning experience within an Independent Financial Planning or Wealth Management business
• Strong knowledge of pensions, investments and tax‑efficient planning
• Excellent suitability report writing skills
• Experience using cashflow modelling software and financial planning technology
• Outstanding attention to detail and strong analytical ability
• A proactive attitude with a genuine desire to continue developing your technical expertise

Why Apply?

• This is a business that genuinely invests in its people, offers outstanding flexibility that is rarely seen with other employers
• Recognises that Paraplanners are fundamental to delivering exceptional financial advice and championed