Technical Paraplanner jobs in West Midlands

This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex...

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.

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...

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...

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.

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...

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,...

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...

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...

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most...

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...

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...

This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations xwwtmva on behalf of the...

Job description My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long...

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 be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplann...

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...