Paraplanner - GBP35,000 - GBP45,000 - Hybrid

WEALTHLINK RECRUITMENT LTD; Bromsgrove; Hybrid; GBP 33,000 - 45,000; Full time

Job summary

Une société de planification financière recherche un paraplanner expérimenté pour rejoindre son équipe technique dans un modèle hybride. Vous serez responsable de la recherche, de la rédaction de rapports de conformité et de l'élaboration de stratégies personnalisées pour les clients. Cette opportunité offre un bon package salarial, des avantages compétitifs, et des opportunités de développement professionnel dans un environnement dynamique.

Benefits

Modèle de travail hybride

Bonus discrétionnaire annuel

Pack de vacances excellent

Pension d'entreprise

Accès à des réductions santé et gym

Développement professionnel continu

Qualifications

• Diplôme en Planification Financière indispensable.
• Expérience antérieure en tant que paraplanner technique dans une société de gestion de patrimoine.
• Compétences écrites excellentes et connaissances solides des concepts financiers.

Responsibilities

• Réaliser des recherches sur les produits d'investissement et les pensions.
• Produire des rapports détaillés pour les clients, notamment sur les transferts de pensions.
• Collaborer avec les conseillers pour assurer la progression des cas.

Skills

Excellent written skills

Attention to detail

Knowledge of financial concepts

Cashflow modelling

Confidence with financial tools

Education

Diploma in Financial Planning (DipPFS or equivalent)

Tools

Financial planning tools

CRM systems

Job description

Job Title: ParaplannerLocation: Bromsgrove, Worcestershire (Hybrid - 3 Days in Office)Salary: GBP33,500 - GBP45,000Job Type: Full-Time Permanent

A well-regarded independent financial planning firm is on the lookout for an experienced paraplanner to join their technical team. This hybrid role offers the perfect blend of home and office-based work, supporting a team of advisers with high-quality financial research and client reporting.

What You'll Do:

As a financial planning paraplanner, you'll play a key role in delivering compliant, well-researched suitability reports across multiple financial advice areas. You'll support advisers in developing tailored client strategies and ensure technical accuracy in all documentation.

Key responsibilities include:

• Conducting thorough research on investment and pension products using approved software tools.

• Producing detailed reports for clients, including complex cases such as pension transfers and tax planning.

• Collaborating closely with advisers to ensure accurate case progression and strong client outcomes.

• Participating in firm-wide research initiatives and supporting the training of junior team members or trainee paraplanners.

• Staying current with regulatory and industry changes to ensure all advice meets compliance standards.

What We're Looking For:

To succeed in this paraplanning position, you'll need:

• Diploma in Financial Planning (DipPFS or equivalent).

• Prior experience as a technical paraplanner within an IFA or wealth management firm.

• Excellent written skills with a strong grasp of financial concepts and cashflow modelling.

• Confidence using financial planning tools and CRM systems.

• A meticulous eye for detail and a passion for quality, client-focused work.

What's in It for You:

• Hybrid working model: 3 days in-office, 2 days from home.

• Competitive salary and annual discretionary bonus.

• Excellent holiday package including birthday off and holiday buy/sell scheme.

• Company pension and death-in-service benefits.

• Access to health cashback plans, gym discounts, and a wide range of retailer perks.

• Ongoing professional development and tailored career progression plans.

Whether you're a seasoned paraplanner, a rising star looking to deepen your technical expertise, or simply seeking a new challenge in a supportive, people-first environment, this could be your next career move.

Apply now to find out more.