Experienced Paraplanner | Birmingham | Up to £40,000 (dependant on experience) Location: Birmingham
Salary: Up to £40,000Ref: JC/BCR/31848Looking 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 team supporting multiple financial advisers and firms across the UK.This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios – while working in a supportive, collaborative environment where your expertise makes a real difference.What you’ll be doing:Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planningConducting technical research and analysis to support high-quality financial adviceWorking closely with a variety of advisers, building strong professional relationshipsManaging a diverse caseload, keeping your role fresh and challenging every dayMaintaining high technical standards while meeting deadlines in a fast-paced environmentWhat we’re looking for:An experienced Paraplanner (minimum 2+ years in role)Ideally Level 4 Diploma qualified (or working towards)Strong technical knowledge across pensions, investments, and tax planningExcellent communication skills and a proactive, solutions-focused mindsetAbility to balance multiple cases while delivering accuracy and qualityWhat’s in it for you?Salary up to £40,000 (depending on experience)Career progression and ongoing professional developmentSupport towards advanced qualifications (including chartered status)Generous holiday allowanceExposure to multiple clients, giving you broader experience than a traditional in-house roleCollaborative, supportive Birmingham-based teamIf you’re ready to take your Paraplanning career to the next level – with more variety, challenge, and growth – this is the role for you.Apply today and discover what a Paraplanning career with real variety feels like.
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