Paraplanner

Reed; Sutton Coldfield; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Full study support towards profesional

25 days holiday plus bank holidays

Pension scheme with employer contrib.

Free on-site parking

Healthcare benefits

Clear career progression opportunities

Job summary

Reed in Sutton Coldfield is seeking a Paraplanner to join its established financial planning team. The role involves providing technical support to Financial Advisers, conducting research and analysis, and delivering professional, regulator-compliant financial planning solutions.

The successful candidate may already have paraplanning experience or be actively working toward the Level 4 Diploma in Regulated Financial Planning, with a clear path to progression and study support offered.

Qualifications

• Experience in an IFA or Financial Planning environment.
• Active progression towards Level 4 Diploma.

Responsibilities

• Provide technical support to Financial Advisers
• Prepare suitability reports and client letters with accuracy and compliance
• Gather and analyse client information including fact finds and valuations
• Calculate CGT liabilities with exemptions and asset histories
• Undertake chargeable event gain calculations for investment bonds
• Liaise with providers for policy information and valuations
• Maintain compliant client records using CRM and back-office systems
• Support FCA-compliant advice documentation processes
• Manage workloads to meet service standards and deadlines
• Be a point of contact for technical queries from advisers
• Contribute to process and documentation improvements

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CRM software

Back-office systems

Job description

Paraplanner

Location: Sutton Coldfield (Office Based)Job Type: Full-Time, PermanentHours: Monday to Thursday 8:30am to 5:00pm, Friday 9:00am to 1:00pmSalary: From £35,000 per annum, depending on experience and qualifications

The Opportunity

An established and growing Independent Financial Planning firm is seeking a Paraplanner to join its experienced and supportive team. This is an excellent opportunity for an individual with experience within an IFA or Financial Planning environment who is looking to further develop their technical expertise and progress their career within a professional and client-focused business.

The firm is keen to speak with experienced Paraplanners, but would also welcome applications from individuals with some paraplanning exposure who are actively working towards their Level 4 Diploma in Regulated Financial Planning and looking to take the next step in their career.

The successful candidate will provide technical support to Financial Advisers, undertake research and analysis, and assist in delivering high-quality financial planning solutions whilst ensuring regulatory and compliance standards are maintained.

Key Responsibilities

• Provide technical support to Financial Advisers
• Prepare suitability reports and client recommendation letters, ensuring accuracy and compliance.
• Gather, verify and analyse client information, including fact finds, policy information, valuations and cashflow modelling data.
• Calculate Capital Gains Tax (CGT) liabilities, taking into account annual exemptions, allowable losses and asset histories
• Undertake chargeable event gain calculations for investment bonds.
• Liaise with providers and investment platforms to obtain policy information, quotations and up-to-date valuations.
• Maintain accurate and compliant client records using CRM and back-office systems.
• Support compliance processes and help ensure all advice documentation adheres to FCA requirements.
• Manage and prioritise workloads to ensure service standards and deadlines are consistently met.
• Act as a point of contact for technical queries from advisers.
• Contribute to the ongoing improvement of operational processes and documentation standards.

Benefits

In return, you will join a business that genuinely invests in its people and offers excellent opportunities for professional development and career progression.

• Competitive salary from £35,000 per annum.
• Full study support towards professional qualifications.
• Clear career progression opportunities.
• 25 days annual leave plus bank holidays.
• Option to purchase up to 3 additional days' holiday.
• Pension scheme with 3% employer contribution and 5% employee contribution.
• Death in Service benefit of 4x annual salary.
• Free on-site parking.
• Access to additional healthcare-related benefits, including subsidised NHS prescriptions.
• Supportive and collaborative team environment.
• Exposure to a broad range of financial planning and technical cases.

Whether you are an experienced Paraplanner seeking your next challenge or an ambitious financial planning professional progressing through your Diploma studies, this is an excellent opportunity to join a growing and supportive firm committed to investing in its people.