Job Role: Paraplanner

Location: Birmingham

Salary: £45,000

Job Reference: 10471

Recruit UK are working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented professional to join their dynamic team in Birmingham. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions.

This is a fantastic opportunity for a diploma qualified paraplanner in Birmingham to join a fast-paced, client-focused environment where your work will directly contribute to the company’s continued growth and reputation for excellent service.

Do you want to have:

• A chance to be part of a growing and ambitious organisation?
• Work within a supportive team culture with opportunities for development?
• Earning a competitive salary, discretionary bonus, and flexible benefits?
• Work within a hybrid working model
• Career progression into advising or management within 18 months

If this sounds like it could be of interest continue to read!

Role responsibilities:

• Draft suitability reports with guidance.
• Liaise with Financial Planners to complete and accurate information for advice.
• Interpret adviser meeting notes and prepare appropriate recommendations.
• Support advisers with technical guidance to help deliver good consumer outcomes.
• Conduct research and maintain compliance throughout all casework.
• Keep workflows and records up to date to ensure accurate and timely reporting.
• Meet output targets for producing advice documents.
• Communicate effectively with advisers, client support, and colleagues.
• Manage personal caseload efficiently, maintaining accurate files and documentation.
• Gather and analyse policy data; produce illustrations and supporting documents.
• Assist with processing new business.

Job Requirements:

• Experience in a Paraplanning role in a similar environment.
• Experience of working with IT systems that support this service.
• Diploma in Financial Planning.
• Ability to work under pressure and manage own workload.
• Ability to work as part of a team and to learn new skills/knowledge.
• Analytical mind and excellent attention to detail.

Benefits:

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer C minimum 3% employee)
• 25 days Annual Leave + public holidays,- Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!

This is an excellent opportunity to take the next step in your career and grow as a confident, highly skilled paraplanner. With hands-on training, strong mentorship, and a clear path for development, you’ll be supported every step of the way.

If you're ready to build on your experience and join a forward-thinking firm that values your growth, apply today and start shaping your future in financial planning.