Paraplanner

Location: Edgbaston/Warwick

Salary: Up to £38,000 (depending on experience)

Type: Full-time, permanent

About the Role

An established and forward-thinking financial planning business is seeking an experienced Paraplanner to join its expanding team. Working closely with Financial Planners, you will play a key role in delivering high-quality, compliant advice to a diverse client base.

This is an excellent opportunity to join a values-led organisation that focuses on long-term financial planning and client outcomes, rather than product-led sales.

Key Responsibilities

• Conduct fund research and analysis to support client recommendations
• Prepare detailed financial suitability reports and documentation
• Produce cashflow modelling and reports for client reviews
• Maintain due diligence records on funds, platforms, and providers
• Collaborate with advisers to identify suitable planning solutions
• Ensure all client records and compliance documentation meet regulatory standards
• Assist with tax calculations and financial planning analysis where required

About You

• Minimum 2 years' Paraplanning experience within an IFA environment
• DipPFS (Level 4) qualified or equivalent
• Strong understanding of the end-to-end financial planning process
• Experience across a range of financial products
• Excellent attention to detail and organisational skills
• Confident communicator with a collaborative mindset
• Ability to work independently and manage priorities effectively

What's on Offer

• Competitive salary up to £38,000
• Pension contribution (with salary sacrifice option)
• 23 days holiday + bank holidays (increasing with service)
• Life cover and income protection
• Employee assistance programme and wellbeing support
• Supportive, collaborative working culture focused on personal development

If you feel like this is a role for you, please apply below