Full job descriptionParaplanner
Location: Edgbaston/Warwick
Salary: Up to £38,000 (depending on experience)
Type: Full-time, permanent
About the Role
An established and forward-thinking financial planning business is seeking an experienced Paraplanner to join its expanding team. Working closely with Financial Planners, you will play a key role in delivering high-quality, compliant advice to a diverse client base.
This is an excellent opportunity to join a values-led organisation that focuses on long-term financial planning and client outcomes, rather than product-led sales.
Key Responsibilities
*Conduct fund research and analysis to support client recommendations
*Prepare detailed financial suitability reports and documentation
*Produce cashflow modelling and reports for client reviews
*Maintain due diligence records on funds, platforms, and providers
*Collaborate with advisers to identify suitable planning solutions
*Ensure all client records and compliance documentation meet regulatory standards
*Assist with tax calculations and financial planning analysis where required
About You
*Minimum 2 years’ Paraplanning experience within an IFA environment
*DipPFS (Level 4) qualified or equivalent
*Strong understanding of the end-to-end financial planning process
*Experience across a range of financial products
*Excellent attention to detail and organisational skills
*Confident communicator with a collaborative mindset
*Ability to work independently and manage priorities effectively
What’s on Offer
*Competitive salary up to £38,000
*Pension contribution (with salary sacrifice option)
*23 days holiday + bank holidays (increasing with service)
*Life cover and income protection
*Employee assistance programme and wellbeing support
*Supportive, collaborative working culture focused on personal development
If you feel like this is a role for you, please apply below