Senior Paraplanner
Location: Birmingham (hybrid working available)
Salary: £45,000-£60,000
Overview
An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.
Key Responsibilities
- Conduct research across pensions, investments, protection, and tax planning
- Prepare suitability reports and client documentation to a high standard
- Produce cashflow modelling and financial calculations
- Support Financial Planners in developing suitable client recommendations
- Ensure all work is compliant, clear, and client-focused
- Identify additional planning opportunities where appropriate
Team & Development
- Provide guidance and support to junior team members
- Share knowledge and contribute to a collaborative team environment
- Maintain and develop technical knowledge through ongoing learning
- Support improvements to processes and report templates
Skills & Experience
- Proven paraplanning experience within financial planning/wealth management
- Strong knowledge of financial planning products and advice areas
- Level 4 Diploma (or equivalent) required
- Progression towards Chartered status desirable
- Strong attention to detail, organisation, and communication skills
- Experience with cashflow modelling and back-office systems preferred
Additional Information
- No direct line management, but mentoring of junior staff expected
- Opportunity to work on complex cases and develop technical expertise