Paraplanner
Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region. About the Company
This established independent financial planning business has reimagined what modern wealth management should look like. Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice. Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey. The Role Overview
As an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success. Your Core Responsibilities:
- Research and identify comprehensive financial planning opportunities tailored to individual client objectives
- Prepare detailed suitability reports and strategic recommendations for Financial Planner approval
- Conduct thorough fund research and analysis utilising industry-leading platforms such as FE Analytics
- Maintain current due diligence research across funds, platforms, and product providers
- Generate cumulative return analyses and performance reporting for team collaboration
- Ensure all client documentation meets regulatory compliance standards and quality benchmarks
- Minimum 2 years' paraplanning experience within an established IFA environment
- Comprehensive knowledge of diverse financial products and planning strategies
- DipPFS qualification or equivalent Level 4 professional certification preferred
- Proven track record of delivering exceptional client communication and service standards
- Strong collaborative approach with demonstrated team working capabilities
- Extensive experience with IFA systems, processes, and regulatory requirements
- Outstanding attention to detail with commitment to quality service delivery
- Personal attributes including adaptability, enthusiasm, reliability, and professional integrity
- Competitive salary up to £38,000 based on experience and qualifications
- Flexible hybrid working arrangement - 3 days office-based, 2 days working from home
- Generous 31 days annual leave entitlement including bank holidays
- Comprehensive income protection coverage
- Life assurance at 4x annual salary
- Enhanced company sick pay scheme
- Pension scheme with salary sacrifice options
- Employee referral rewards programme
- Employee Assistance Programme for personal support
- Wellness and mental health support initiatives
- Financial wellbeing resources and guidance
The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services. For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice. With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals. This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.
This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.
Recommended Jobs
ECT Maths Teacher - Outstanding Secondary School -...
Our client is looking for an Early Career Teacher (ECT) of Maths to join an Ofsted Outstanding secondary school in Birmingham . This is a full-time position starting in January 2026 , offering e…
Senior, International Tax and Transaction Services, Transfer Pricing
Job Details At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.…
Household cleaning: carpet cleaning in living room and hallway
I’m looking for a reliable cleaner to shampoo and refresh the carpets in my living room and hallway. The apartment is two bedrooms, with medium-pile carpet that has some light stains from everyday use…
Cnc Setter / Operator
Senior CNC Setter/Operator - Birmingham Winner Recruitment are currently recruiting for an experienced Senior CNC Setter/Operator on behalf of one of our established clients based in Birmingham City …
Looking for chemistry tutor for high school level in UK
I'm looking for a patient chemistry tutor to help my high school student grasp key concepts and improve problem‑solving skills. The lessons should cover topics related to organic and inorganic chemist…
Class 2 Driver
HGV Class 2 Driver Location: Rugby Pay Rate: £14.50 - £18.49 per hour Reference: IND123 Ultimate Recruitment are looking for experienced HGV Class 2 drivers to join our professional te…
Sales Lead Development Co-ordinator
Business Development Executive / Lead Generation Executive Location: UK Based (Hybrid Working) Hours: Flexible to Role Monday / Wednesday / Friday: 08:30 – 17:30 Tuesday / Thursday: 12:00 – …
Surgical Care Practitioner (Bank)
Surgical Care Practitioner (Bank) Priory Hospital Bank Shifts Competitive Salary (depending on level of experience, training and qualification) The Priory Hospital in Birmingham is part of…
Band 5 -Locum Cardiac Physiologist- Birmingham (Hiring Immediately)
Job Title : Locum Cardiac Physiologist Banding : 5 Location : Birmingham Start: ASAP Duration : 8 Weeks Rate : £19 per hour Working hours: Monday- Friday- 37,5hrs per week We are se…
HR Manager - Birmingham | Large Primary Federation
We are working with a successful primary school federation in Birmingham recruiting for an HR Manager for an ASAP start. This role oversees HR operations across two local sites, providing a varied …