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.

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

You will prepare detailed reports and conduct research while ensuring compliance for high-net-worth clients. The firm emphasizes professional development and offers pathways towards advanced qualifications. Ideal candidates have experience in a regulated environment and strong technical knowledge across financial products.

Type of Position: Paraplanner - Birmingham Pay: £30k - £45k Paraplanner - Birmingham Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products. Key Responsibilities: To assist the Financial Planner in formulating the advice to the...

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 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,...

Overview Experienced Paraplanner | Birmingham | Up to £40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to £40,000 Depending on Experience Ref: JC/BCR/31848a Looking for a Paraplanning 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 become part of a dynamic...

A leading financial planning firm in the UK is seeking a qualified paraplanner to develop tailored strategies for clients. The role requires at least a level 4 diploma, strong literacy, and numeracy skills. Applicants should possess a solution-oriented mindset and flexibility in handling changing priorities. The position offers a competitive salary, annual performance bonuses, and a hybrid...

A leading wealth management firm seeks a Paraplanner in Birmingham to support Financial Planners and enhance client experiences. Responsibilities include preparing suitability reports, conducting research, and ensuring compliance with FCA guidelines. Candidates should hold a Level 4 qualification in Financial Planning, possess strong understanding of financial principles, and demonstrate...

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...

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...

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...

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

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,...

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...

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 Title: Paraplanner Location: Birmingham (Hybrid) Are you a driven financial services professional looking to progress your career in Paraplanning? We're working with a well-established and forward‐thinking firm of Independent Financial Planners based in Birmingham. Renowned for their client‐centric ethos and collaborative working style, they've built a strong presence in the financial...

You will be responsible for formulating client advice, conducting research, and preparing comprehensive financial plans. The ideal candidate will possess strong interpersonal skills, a diploma in financial planning, and a good understanding of the financial services industry.

A leading financial service provider in Sutton Coldfield seeks an experienced Paraplanner to prepare suitability reports and conduct technical research. The ideal candidate will have at least 2 years of experience and strong knowledge in pensions, investments, and tax planning. This role offers a competitive salary of up to £40,000 and opportunities for professional development and broader client...