Paraplanner

Premier Jobs UK Limited; Redditch; On-site; GBP 38,000 - 44,000; Full time

Benefits offered by this job

Pension and benefits package

Hybrid working arrangements

Full-time permanent position

Job summary

Premier Jobs UK Limited's client, a well‑established independent financial planning firm, is seeking a Paraplanner to join a supportive team. You will produce high‑quality research and suitability reports and support two advisers within a dedicated support model.

The role offers variety, including annual reviews, new business cases and ongoing client servicing, while maintaining strong technical depth. It is office‑based with hybrid working arrangements and a clear path for professional

Qualifications

• Proven experience working as a Paraplanner within an IFA or financial planning firm.
• Diploma in Financial Planning (Level 4) completed or one exam away from completion.
• Experience producing suitability reports and research documentation.
• Exposure to a varied range of financial planning cases.

Responsibilities

• Undertaking financial planning research to support client advice
• Preparing suitability reports using structured templates and bespoke formats
• Reviewing and analysing existing investment portfolios
• Supporting annual reviews and ongoing servicing work
• Maintaining up‑to‑date knowledge of regulatory and legislative changes

Skills

Paraplanner experience

Research & report writing

Portfolio analysis

Client servicing support

Education

Diploma in Financial Planning (Level 4) or near completion

Job description

This Paraplanner job offers the chance to join a well-established independent financial planning firm where technical quality, collaboration and professional development are genuinely valued. If you are an experienced Paraplanner seeking stability, varied financial planning work and a supportive team environment, this opportunity is well worth exploring.

In this Paraplanner role, you will support Financial Advisers by producing high-quality research and suitability reports across a broad spectrum of financial planning work. You will work within a dedicated support model, typically supporting around two advisers, which allows you to build strong working relationships and gain a clear understanding of client needs and advice approaches.

This Paraplanner position offers genuine variety, with involvement in annual reviews, new business cases and ongoing client servicing. While the work maintains strong technical depth, it remains accessible and engaging rather than overly complex. The role suits someone who is hands‑on, organised and trusted to deliver consistent, accurate output.

Your Paraplanner responsibilities will include:

• Undertaking financial planning research to support client advice
• Preparing suitability reports using structured templates and bespoke formats
• Reviewing and analysing existing investment portfolios
• Supporting annual reviews and ongoing servicing work
• Maintaining up‑to‑date knowledge of regulatory and legislative changes

Paraplanner Requirements

• Essential: Proven experience working as a Paraplanner within an IFA or financial planning firm
• Essential: Diploma in Financial Planning (Level 4) completed or one exam away from completion
• Essential: Demonstrated experience producing suitability reports and research documentation
• Desirable: Exposure to a varied range of financial planning cases

The Company

You will join a well-established independent financial planning firm with a strong reputation for delivering quality advice and building long‑term client relationships. The business genuinely values technical standards, teamwork and continued professional development, with a supportive team environment.

Paraplanner Benefits

• Salary circa £38,000 to £44,000 depending on experience
• Office‑based with flexibility for hybrid working arrangements
• Full‑time permanent position
• Pension and additional benefits package
• Support for ongoing professional development

Location

Candidates must be local to or based in the Bromsgrove area due to the office‑based nature of this role.