Job Title: Paraplanner
Location: Birmingham
Salary: £35,000 - £42,000
Are you a detail-oriented financial professional ready to take your Paraplanning career to the next level?
We’re working with a highly respected firm of Independent Financial Planners based in Birmingham. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they’re growing.
Following a period of strong expansion, they’re looking to add an experienced Paraplanner to their thriving team. You’ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.
What you’ll be doing:
*Writing detailed, tailored suitability reports
*Conducting cash flow forecasting and financial analysis
*Researching providers, products, and solutions
*Collaborating with advisers and supporting clients with clarity and care
*Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings
Why join them?
*A generous benefits package including enhanced time off, early finish Fridays, and protection policies
*A hybrid and flexible setup that supports work-life balance
*A culture that values collaboration, professional respect, and individuality
*Champions of progression and exam support
What we’re looking for:
*Paraplanning experience within a Financial Planning firm
*Level 4 Diploma qualified
*Confident communicator, written and verbal, with a client-focused mindset
*Strong technical knowledge of pensions, investments, and FCA regulations


If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we’d love to hear from you.