Paraplanner jobs in West Midlands

You willbe providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing.

You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products.

Paraplanner Sutton Coldfield- Hybrid BCR/AK/31848 £37,000-42,000 Bell Cornwall Recruitment’s client is an outsourced paraplanning business, who provide paraplanning services to clients in the wealth management industry. Their clients range from sole trading IFAs to larger IFA Practices who either use their parapanning services exclusively or on occasion rely on their support for excess work...

Location Birmingham Salary £35000 - £42000 TypePermanent WorkplaceHybrid Ref86362 Recruiter Managing This Role Paraplanner Birmingham Up to £40,000 Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you! We are working with a rapidly growing financial...

You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills.

Job Description Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases, and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and consistency, we’d...

Paraplanner - Birmingham Our client is looking for a talented Paraplanner to join their team based in Birmingham, to help provide quality and accurate administrative and research support for both clients and advisers. Our client offers hybrid working from their Birmingham office, with a competitive salary on offer. Key Responsibilities: - To support Advisers and their clients in all parts of...

Paraplanner Ref: BCR/JP/31848b Salary: £30,000 - £40,000 (Dependent on Experience) Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team. Paraplanner responsibilities: Prepare compliant suitability reports across pensions,...

Paraplanner Competitive salary, negotiable depending on your experience and expertise. Are you ready to bring your Paraplanning expertise to a role where your skills and unique perspective can make a lasting impact? What Sets Us Apart At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of...

You will be trusted with complex work, given autonomy, and expected to contribute at a senior level. This is a role for someone who takes pride in their craft and wants to be recognised for technical excellence.

You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A ‘solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards

You will collaborate with a team of experienced Paraplanners and Financial Advisers. This is a hybrid working role with a requirement to be in the office 1 day per week. As a Paraplanner, Your Responsibilities Will Include Among Others Preparing suitability reports across a wide range of advice types, financial products, and investment solutions

Job Description Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative...

IFA Administrator – North Birmingham | £27,000 – £32,000 + Benefits Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham? This is an excellent opportunity to become part of a growing business where collaboration, precision, and progression are genuinely valued. You’ll be joining a supportive, close-knit team...

You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Setting up the clients' annual reviews, producing review letters, and using AI-based software to improve the process

You will be responsible for managing Salesforce and keeping all client details up to date

You will play a central role in shaping bespoke financial plans across complex areas including investments, pensions, tax planning, estate planning and IHT mitigation. Key Responsibilities Produce detailed, compliant suitability reports for high-net-worth clients Conduct comprehensive technical research across pensions, investments and tax planning

Experienced Financial Advisory Paraplanner| Birmingham | Up to £40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to £40,000 Depending on Experience Ref: JC/BCR/31848c Looking for a Financial Advisory Paraplanner role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and...

ParaplannerRef: BCR/JP/31848bSalary: £30,000 - £40,000 (Dependent on Experience)Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.Paraplanner responsibilities:Prepare compliant suitability reports across pensions, investments,...

A respected financial planning firm in Sutton Coldfield is hiring a Senior Paraplanner to provide senior-level support and contribute to complex client cases. The ideal candidate is technically strong, ideally Chartered, and has a client-focused mindset. The role offers a salary between £50,000 and £60,000, hybrid working options, and benefits like private medical insurance. This position is a...

Wealth Management Executive/Paraplanner - Berkswell We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely. Responsibilities: Support...

Job description Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? This is an exciting opportunity to join a forward-thinking wealth management firm where your technical expertise will directly support Advisers in helping clients achieve their financial goals. As a Paraplanner, you'll play a key role in analysing client objectives and...