Capio Recruitment Financial Planning
Job Title: Paraplanner
Location: Birmingham (Hybrid)
Salary: £35,000 – £45,000
Early Finish Fridays | Flexible Hybrid Working | Generous Holidays | Birthday Off |Protection Benefits
Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment?
We’re working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry – and they’re growing.
You’ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.
What you’ll be doing:
- Writing detailed, tailored suitability reports
- Conducting cash flow forecasting and financial analysis
- Researching providers, products, and solutions
- Collaborating with advisers and supporting clients with clarity and care
- Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings
What we’re looking for:
- Paraplanning experience within a Financial Planning firm
- Level 4 Diploma qualified
- Confident communicator, written and verbal, with a client-focused mindset
- Strong technical knowledge of pensions, investments, and FCA regulations
If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact – we’d love to hear from you.
To apply for this job please visit www.reed.co.uk.
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