In this Paraplanner role, you will support Financial Advisers by producing high-quality research and suitability reports across a broad spectrum of financial planning work. You will work within a dedicated support model, typically supporting around two advisers, which allows you to build strong working relationships and gain a clear understanding of client needs and advice approaches.
This Paraplanner position offers genuine variety, with involvement in annual reviews, new business cases and ongoing client servicing. While the work maintains strong technical depth, it remains accessible and engaging rather than overly complex. The role suits someone who is hands-on, organised and trusted to deliver consistent, accurate output.
Your Paraplanner responsibilities will include:
• Undertaking financial planning research to support client advice
• Preparing suitability reports using structured templates and bespoke formats
• Reviewing and analysing existing investment portfolios
• Supporting annual reviews and ongoing servicing work
• Maintaining up-to-date knowledge of regulatory and legislative changes
Paraplanner Requirements
• Essential: Proven experience working as a Paraplanner within an IFA or financial planning firm
• Essential: Diploma in Financial Planning (Level 4) completed or one exam away from completion
• Essential: Demonstrated experience producing suitability reports and research documentation
• Desirable: Exposure to a varied range of financial planning cases
The Company
You will join a well-established independent financial planning firm with a strong reputation for delivering quality advice and building long-term client relationships. The business genuinely values technical standards, teamwork and continued professional development, with a supportive team environment.
Paraplanner Benefits
• Salary circa £38,000 to £44,000 depending on experience
• Office-based with flexibility for hybrid working arrangements
• Full-time permanent position
• Pension and additional benefits package
• Support for ongoing professional development
Location
Candidates must be local to or based in the Bromsgrove area due to the office-based nature of this role.
Ready to take the next step in your Paraplanner career? Apply today to find out more about this exciting opportunity.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Salary description
£38000.00 - £44000.00 per year