Full job descriptionJob Title: Paraplanner
Industry: Financial Planning
Location: Birmingham (Hybrid)
Salary: Up to £42,000 (depending on experience)
Job Reference: 10505


Job Description
Recruit UK is working on an excellent opportunity for a Paraplanner to join our nationwide wealth management client in their Birmingham office on a hybrid basis.
This growing and successful wealth management firm is looking for an experienced, detail-oriented Paraplanner to join its expanding technical paraplanning team. This is an opportunity to develop your technical expertise within a collaborative and supportive environment where professional development, work-life balance, and delivering exceptional client outcomes are at the heart of the business.
Working closely with a team of Financial Planners, you’ll play a key role in producing high-quality financial planning support, helping to deliver tailored advice and build long-lasting client relationships.
What’s in it for you?
*Salary up to £42,000 depending on experience
*Hybrid working with only one office day per week
*Early finish every Friday
*Very generous annual leave plus bank holidays
*Employer matched pension contributions
*DIS cover
*Income protection for up to five years
*Healthcare benefits, including GP access and more
*Ongoing training and career development through an internal academy
*Friendly, supportive and collaborative working environment
Skills and experience required:
*Proven experience as a Paraplanner within financial planning or wealth management
*Level 4 Diploma in Regulated Financial Planning
*Strong technical knowledge of pensions, investments, tax-efficient planning and protection
*Excellent suitability report writing skills
About Recruit UK
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Paraplanner opportunity based in Birmingham.
Our commitment to you:
*Start every journey with a conversation to find out about you in-depth.
*Provide honest feedback on where you fit in the job market.
*Use our network across the financial world to match you to your perfect position. Or, if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.