Senior Paraplanner - Remote/Hybrid, Path to Advice

James & Partners; Birmingham; Hybrid; GBP 54,000 - 66,000; Full time

Job summary

James & Partners is seeking an experienced Paraplanner to join its rapidly growing wealth management team in Birmingham. This role offers hybrid/remote working after onboarding and a total package around £60,000.

You will support Financial Advisers by delivering technical planning, pensions knowledge, cashflow modelling and clear suitability reports, with opportunities to develop towards Financial Advice.

Qualifications

• Level 4 Diploma minimum.
• Around 4+ years paraplanning experience.
• Strong knowledge of retirement planning, drawdown, DB and DC pensions, investments, inheritance planning and cashflow modelling.
• Excellent written skills, technical judgement and attention to detail.
• Experience with international / expatriate clients would be highly attractive but not essential.
• Ambitious, collaborative and comfortable working in a fast-paced, growing, modernising advice process.

Responsibilities

• Work in a close support pod alongside Financial Advisers and Administrators, taking ownership of the technical planning work behind client recommendations.
• Analyze fact finds, objectives, existing arrangements and client circumstances to identify planning considerations, information gaps and suitable strategies.
• Prepare clear, compliant and client-friendly suitability reports, financial planning documentation and supporting research.
• Provide technical support across pensions and retirement planning, including DB and DC, drawdown, investments, tax-aware structuring and estate planning considerations.
• Use cashflow modelling and digital planning tools to test scenarios and illustrate outcomes.
• Collaborate with advisers, compliance and specialist teams on complex cases, including cross-border or expatriate circumstances.
• Contribute to improving templates, processes and technology as the UK paraplanning function scales.

Skills

Paraplanning experience

Technical financial planning

Cashflow modelling

Cross-border / expatriate planning

Written communication

Attention to detail

Education

Level 4 Diploma

Tools

Digital planning tools

Job description

James & Partners is seeking an experienced Paraplanner to join its rapidly growing wealth management team in Birmingham. This role offers hybrid/remote working after onboarding and a total package around £60,000.

You will support Financial Advisers by delivering technical planning, pensions knowledge, cashflow modelling and clear suitability reports, with opportunities to develop towards Financial Advice.