Paraplanner - Flexible Hours, Early Friday Finish, Benefits

Recruit Wealth Ltd

Birmingham

Hybrid

GBP 32,000 - 42,000

Full time

14 days+

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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