Paraplanner

Wesleyan Group; Birmingham; Hybrid; GBP 34,000 - 42,000; Full time

Benefits offered by this job

Annual bonus

Holiday allowance

Hybrid working

Pension scheme

Parking

Salary sacrifice

Family leave & volunteering

Job summary

Wesleyan in Birmingham is seeking an experienced Paraplanner to join our Financial Planning team on a permanent, 35-hour week hybrid basis. You will produce technical analysis, research, and suitability reports, supporting Specialist Financial Planners and Advisers to deliver well-evidenced, compliant client recommendations.

You’ll work across estate and retirement planning, pensions, and investments, ensuring high-quality case files, accurate documentation, and proactive client service.

Qualifications

• Fully Diploma Qualified (Level 4) in Financial Advice or equivalent.
• Experience in a Paraplanner, Technical Consultant, Financial Planning or Financial Advice support role.
• Strong knowledge of pensions, investments, protection products, tax wrappers and planning considerations.
• Experience researching recommendations, assessing suitability and producing high-quality reports.
• Excellent analytical, communication and organisational abilities.

Responsibilities

• Prepare complete and accurate case documentation, including research, technical analysis, calculations and suitability reports.
• Produce product information packs, illustrations and supporting documentation for adviser meetings.
• Manage assigned cases effectively, meeting service standards, deadlines and KPIs.
• Maintain accurate records across relevant systems and client case files.
• Provide technical support across telephone, email and web-based channels.
• Deliver guidance on estate planning, pension and retirement advice, and investment replacement.

Skills

Strong analytical skills

Excellent communication

Organisation & stakeholder management

Ability to manage multiple priorities

Education

Diploma Qualified (Level 4) in Financial Advice or equivalent

Tools

Paraplanning research tools

Job description

Paraplanner
Salary: Competitive
Contract Type: Permanent – 35 hours a week
Location: Birmingham (Hybrid Working)

Shape Brighter Futures with Wesleyan
Established in 1841, Wesleyan help trusted professionals, GPs, hospital doctors, dentists, and teachers, secure their financial future. Today, we’re proud to continue that mission with passion and purpose. If you’re looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’d love to hear from you.

Make a Difference in Financial Planning
We’re looking for an experienced Paraplanner to join our Financial Planning team.
This is an exciting opportunity to work closely with Specialist Financial Planners and Specialist Financial Advisers, providing technical expertise and research support across a wide range of complex financial planning cases. You’ll play a key role in helping advisers deliver suitable client outcomes through high-quality analysis, recommendation development and suitability report writing.
Working across areas such as estate planning, retirement planning, pension switching and investment replacement, you’ll help ensure advice is well-evidenced, compliant and focused on delivering the best outcomes for clients. Working closely with colleagues across Advice Policy, Advice Quality, Technical and Para Administration, you’ll contribute to maintaining the high standards our customers expect.

Your Impact
Here’s how you’ll make a difference:

• Prepare complete and accurate case documentation, including research, technical analysis, calculations and suitability reports, ensuring recommendations are fully evidenced and compliant.
• Produce product information packs, illustrations and supporting documentation for adviser meetings and client recommendations.
• Manage assigned cases effectively, ensuring service standards, quality expectations, deadlines and agreed KPIs are consistently achieved.
• Maintain accurate records across relevant systems, including client information, case notes, research outputs and supporting documentation.
• Provide technical support across telephone, email and web-based channels, helping advisers navigate complex planning scenarios and technical queries.
• Deliver guidance and support on areas including estate planning, pension and retirement advice, pension switching and investment replacement.

What You’ll Bring

• Fully Diploma Qualified (Level 4) in Financial Advice or equivalent
• Previous experience within a Paraplanner, Technical Consultant, Financial Planning or Financial Advice support role.
• Strong technical knowledge across pensions, investments, protection products, tax wrappers and relevant financial planning considerations.
• Experience researching recommendations, assessing suitability and producing high-quality suitability reports and client case files.
• Strong analytical skills with the ability to assess client objectives, risks, charges, product features and recommendation suitability.
• Excellent communication, organisation and stakeholder management skills, with the ability to manage multiple priorities and deadlines effectively.
• Knowledge of Defined Benefit pension schemes, public sector pensions or paraplanning research tools would be advantageous.

Benefits That Work for You
We believe rewards should reflect the life you live. Here’s what you can expect:

• Annual bonus to recognise your contribution.
• 28 days holiday (plus a culture day!) – rising to 30 days with service.
• Flexible hybrid working for better work-life balance.
• Company pension scheme – matched plus 2% (up to 10%).
• Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
• Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
• Enhanced family leave and two volunteering days to give back to causes you care about.

Why Wesleyan?
We’re building a culture where everyone belongs. Diversity isn’t just a policy, it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part-time options.
If you need reasonable adjustments during the recruitment process, just let us know, we’re here to support you.

What to Know Before Applying

• Right to Work: We’re unable to provide VISA sponsorship, so you’ll need the legal right to live and work in the UK.
• Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications – apply early to avoid disappointment.
• Regulatory Requirements: As a financial services organisation, we adopt the highest standards. This role is subject to regulatory checks, including criminal record and credit checks, and ongoing assessments under the SMCR Framework.