Paraplanner

Are you a Paraplanner looking to join a close-knit, client-focused team where you'll be valued and supported?

This is an exciting opportunity to become an integral part of a growing wealth management firm in the Sutton Coldfield area.

As a Paraplanner, you'll play a key role in supporting a team of advisors, working on technical calculations, producing high-quality suitability reports, and contributing to the delivery of excellent client outcomes. This Paraplanner role offers the chance to work in a genuinely supportive environment where your technical skills will be appreciated and developed through ongoing training support.

Your responsibilities as a Paraplanner will include:

• Preparing comprehensive suitability reports for clients
• Conducting technical and tax calculations
• Supporting financial advisors with case preparation
• Ensuring all client documentation meets regulatory standards

Paraplanner

Requirements

• Essential: Approximately 2 years' paraplanning experience
• Essential: Proven report writing experience
• Essential: Technical calculation experience, particularly tax calculations
• Desirable: Diploma in Financial Planning (halfway through or a few papers remaining is acceptable)
• Desirable: Experience with Intelligence Office, Dynamic Planner, or similar systems

The Company

Our client is a boutique wealth management firm with a close-knit team culture. They pride themselves on being client-focused and non-corporate, offering a genuinely pleasant working environment where team members are supported and valued.

Paraplanner Benefits:

• Competitive salary from £35,000 (depending on experience and qualifications)
• 4.5-day working week – finish at 1pm every Friday
• Training and development support
• Standard benefits package

Location

This Paraplanner position is 100% office-based in the Sutton Coldfield area. Candidates must be commutable to this location.

Ready to take the next step in your paraplanning career? Apply today to find out more about this excellent Paraplanner opportunity!

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