Paraplanner - Hybrid working

JR United Kingdom; West Midlands Combined Authority; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading financial services company is seeking an experienced Paraplanner to join its supportive and professional team. This role entails preparing detailed reports, conducting analysis, and working closely with advisers to deliver client-focused solutions. The firm offers a competitive salary up to £50,000 and excellent benefits in a hybrid work environment, fostering employee growth and wellbeing.

Benefits

Generous holiday

Pension scheme

Private medical cover

Qualifications

• Level 4 Diploma qualified (or working towards completion).
• Proven experience in a Paraplanning role within a financial planning environment.
• Strong technical knowledge across pensions, investments, and tax planning.

Responsibilities

• Prepare accurate and compliant suitability reports.
• Conduct research across pensions, investments, and tax planning.
• Assist in developing financial strategies and planning solutions.

Skills

Analytical skills

Written communication

Attention to detail

Technical knowledge in finance

Education

Level 4 Diploma in Financial Planning

Job description

Social network you want to login/join with:

col-narrow-left

Client:

mbf

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

1

Posted:

06.06.2025

Expiry Date:

21.07.2025

col-wide

Job Description:

Are you an experienced Paraplanner looking to join a forward-thinking, supportive, and highly professional financial planning team? This is an exciting opportunity to become part of a growing and well-respected organisation that is committed to delivering high-quality, client-focused financial advice.

You will be joining a thriving financial planning division within a larger, long-established professional services firm that has a strong presence across the South West. The business is known for its collaborative working culture, long-term client relationships, and commitment to employee development and wellbeing.

The Role

As an experienced Paraplanner, you will play a key role in supporting financial planners by preparing detailed and compliant reports, conducting research and analysis, and helping to deliver tailored financial planning solutions to clients. You will work closely with advisers and administrators as part of a close-knit, professional team that values integrity, technical excellence, and client care.

Key Responsibilities

• Prepare accurate and compliant suitability reports and financial planning recommendations
• Conduct research across pensions, investments, tax planning and protection
• Assist in the development of financial strategies and planning solutions
• Liaise with financial planners to ensure client objectives are fully understood
• Keep up to date with industry regulations and changes

About You

• Level 4 Diploma qualified (or working towards completion)
• Proven experience in a Paraplanning role within a financial planning or wealth management environment
• Strong technical knowledge across pensions, investments, and tax planning
• Excellent written communication and analytical skills
• Highly organised, with strong attention to detail

What’s on Offer

• Basic salary up to £50,000 (depending on experience)
• Discretionary bonus
• Excellent company benefits including generous holiday, pension scheme, and private medical cover
• Hybrid working with flexibility: choose between 3 days in the office and 2 from home, or 2 days in the office and 3 from home
• Supportive and inclusive company culture with opportunities for professional development

This is a fantastic opportunity for an experienced Paraplanner who is looking to join a reputable and stable firm with a strong team ethos, modern working practices, and genuine opportunities to grow.