Senior Paraplanner - Hybrid Wealth Planning Expert

Idibu; Birmingham; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A forward-thinking financial planning practice in Birmingham is seeking an Experienced Paraplanner to deliver exceptional outcomes while working with Financial Planners. The ideal candidate has at least 2 years of paraplanning experience and strong communication skills. This role offers a competitive salary up to £38,000, a hybrid working arrangement, and comprehensive benefits, including generous annual leave and a pension scheme.

Benefits

Competitive salary

Flexible hybrid working arrangement

Generous annual leave entitlement

Comprehensive income protection

Life assurance at 4x salary

Enhanced sick pay

Pension scheme

Employee referral rewards

Employee Assistance Programme

Wellness and mental health support

Financial wellbeing resources

Qualifications

• Minimum 2 years of paraplanning experience within an established IFA.
• Comprehensive knowledge of diverse financial products and strategies.
• Experience with IFA systems and regulatory requirements.

Responsibilities

• Research and identify financial planning opportunities for clients.
• Prepare detailed suitability reports and recommendations.
• Conduct fund research and analysis using FE Analytics.
• Maintain due diligence research across funds and providers.
• Generate return analyses and performance reporting.
• Ensure compliance with regulatory standards.

Skills

Client communication

Financial planning knowledge

Team collaboration

Attention to detail

Education

DipPFS qualification or equivalent Level 4 certification

Job description

A forward-thinking financial planning practice in Birmingham is seeking an Experienced Paraplanner to deliver exceptional outcomes while working with Financial Planners. The ideal candidate has at least 2 years of paraplanning experience and strong communication skills. This role offers a competitive salary up to £38,000, a hybrid working arrangement, and comprehensive benefits, including generous annual leave and a pension scheme.