Paraplanner - £35,000 - £45,000 - Hybrid

ZipRecruiter; Bromsgrove; Hybrid; GBP 33,000 - 45,000; Full time

Job summary

Une entreprise de planification financière indépendante recherche un paraplanner expérimenté pour rejoindre son équipe technique. Ce poste hybride offre un mélange de travail à domicile et au bureau, vous permettant de soutenir les conseillers en fournissant des recherches financières de qualité et des rapports conformes. Si vous êtes un paraplanner motivé, ou un talent émergent désireux d'approfondir vos compétences techniques, cette opportunité pourrait être votre prochaine étape de carrière.

Benefits

Modèle de travail hybride

Salaire compétitif et prime discrétionnaire annuelle

Excellent package de congés

Pension d'entreprise et avantages en cas de décès

Accès à des plans de remboursement de santé, réductions de gym

Développement professionnel continu et plans de progression de carrière

Qualifications

• Expérience antérieure en tant que paraplanner technique dans une société IFA ou de gestion de patrimoine.
• Confiance dans l'utilisation des outils de planification financière et des systèmes CRM.
• Passion pour un travail de qualité, axé sur le client.

Responsibilities

• Réaliser des recherches approfondies sur les produits d'investissement et de pension.
• Produire des rapports détaillés pour les clients sur des cas complexes.
• Collaborer avec les conseillers pour assurer la progression précise des dossiers.

Skills

Excellent written skills

Financial concepts and cashflow modelling

Attention to detail

Education

Diploma in Financial Planning (DipPFS or equivalent)

Tools

Financial planning tools

CRM systems

Job description

Job Description

Job Title: ParaplannerLocation: Bromsgrove, Worcestershire (Hybrid - 3 Days in Office)Salary: £33,500 - £45,000Job 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.