Paraplanner / Trainee Financial Planner

Grove Talent Solutions; Birmingham; Hybrid; GBP 36,000 - 50,000; Full time

Benefits offered by this job

Hybrid Working Arrangements

Death in Service

Private Medical Insurance

Company Pension Scheme

Excellent holiday allowance

Job summary

Grove Talent Solutions is seeking a Paraplanner/Trainee Financial Planner in Birmingham city centre. You will support senior Financial Planners, prepare reports, and contribute to client-focused planning.

The role offers a clear path towards Chartered Financial Planner status and hybrid working. You will work with pensions, investments and protection products, with a strong emphasis on accuracy and professional development.

Qualifications

• Experience as a paraplanner within an IFA or financial planning firm.
• Progress towards Level 4 Diploma in Financial Planning.
• Experience with pensions, investments, and protection products.
• High level of accuracy and attention to detail.
• Strong written and verbal communication skills.

Responsibilities

• Prepare suitability reports, cashflow models, and technical research to support Financial Planners.
• Conduct detailed research on pensions, investments, and protection solutions.
• Ensure all documentation meets FCA regulatory requirements and internal compliance standards.
• Liaise with clients and take an active part in client meetings.
• Liaise closely with advisers to ensure accurate and timely client recommendations.
• Support continuous improvement of paraplanning processes and workflows.
• Assist with more complex cases as experience develops

Skills

Attention to detail

Strong communication

Holistic financial planning

Education

Level 4 Diploma in Financial Planning

Job description

Role: Paraplanner / Trainee Financial Planner

Location: Birmingham City Centre

Salary: £36,000 - £50,000

An established and growing Chartered financial planning firm in Central Birmingham is seeking a paraplanner to join its technical team. This is an excellent opportunity to work within a genuinely client-focused business that values long-term relationships, high-quality complex advice, and the highest professional standards.

The firm advises a broad range of HNW clients and continues to grow year on year. It also has an excellent reputation for developing its people and supporting long-term progression.

The Role

You will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client's needs and long-term objectives.

This role is ideal for someone who is ambitious about their professional development. The business is keen to support the successful candidate towards achieving Chartered Financial Planner status over the coming years, so a strong interest in advancing technical knowledge and progressing into an advising in the next few years would be ideal.

You will be supported by a well-established administrative team who handle the majority of client queries. This allows the paraplanning role to focus on the technical elements of financial planning, including direct involvement in client meetings.

Key Responsibilities

• Prepare suitability reports, cashflow models, and technical research to support Financial Planners.
• Conduct detailed research on pensions, investments, and protection solutions.
• Ensure all documentation meets FCA regulatory requirements and internal compliance standards.
• Liaise with clients and take an active part in client meetings.
• Liaise closely with advisers to ensure accurate and timely client recommendations.
• Support continuous improvement of paraplanning processes and workflows.
• Assist with more complex cases as experience develops

Requirements:

• Experience as a Paraplanner within an IFA or financial planning firm.
• Level 4 Diploma in Financial Planning, or progress towards this, with a desire to continue studying.
• Previous experience with pensions, investments, and protection products.
• High level of accuracy and attention to detail.
• Strong written and verbal communication skills.

What's on Offer

• Opportunity to join a stable, growing and well-regarded financial planning firm
• Fantastic opportunity to progress towards becoming a Chartered Financial Planner in the future.
• Exam Support
• Death in Service
• Private Medical Insurance
• Company Pension Scheme
• Hybrid Working Arrangements
• Excellent holiday allowance.