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Paraplanner jobs in Birmingham

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    • Early Finish Fridays | Flexible Hybrid Working | Generous Holidays | Birthday Off*.
    • Writing detailed, tailored suitability reports.
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    • Full exam funding and study support provided.
    • Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering…
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    • Salary up to £32,000 (Experience dependent) .
    • Wolverhampton | Office-Based | Full-Time.
    • Working closely with Financial Advisers and experienced Paraplanners,…
    • You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively…
    • With over £4.5 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized…
    • Prepare and analyse month‑end performance reports for Senior Management and the Board.
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    • This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
    • Plus, additional holiday days for long service.

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Job Post Details

Paraplanner - job post

Capio Recruitment
Birmingham•Hybrid work
£35,000 - £45,000 a year - Full-time

Job details

Pay

  • £35,000 - £45,000 a year

Job type

  • Full-time

Location

Birmingham•Hybrid work

Benefits

Pulled from the full job description

  • Financial planning services
  • Life insurance
  • Company pension
  • Work from home
  • Company events
  • On-site parking

Full job description

Job Title: Paraplanner

Location: Multiple Locations - Birmingham, Market Harborough, Newcastle-Upon-Tyne, Barnstaple (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.

INDACWEA

Pay: £35,000.00-£45,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Financial planning services
  • Life insurance
  • On-site parking
  • Work from home

Work Location: Hybrid remote in Birmingham (West Midlands)

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