Paraplanner – Birmingham
Company Overview
A well-established financial planning firm, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local charities and good causes, and prides itself on strong client relationships, transparency, and trust.
The Role
We are seeking a Paraplanner to support the Financial Planning team in delivering fully compliant, high-quality advice. This is an excellent opportunity to gain exposure to holistic financial planning, working alongside experienced advisers and developing technical knowledge in a variety of areas.
Responsibilities
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Analyse clients’ financial requirements, develop cash flow models, and maintain accurate client records.
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Construct financial planning solutions across investment, retirement, long-term care, tax, and inheritance planning.
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Prepare recommendations, letters, and reports, liaising with administrators and maintaining client files and IT records throughout the advice process.
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Support client reviews, updating cash flow models, investment performance reviews, and associated reports.
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Build and maintain client relationships through telephone, email, letters, and meetings, presenting solutions and recommendations where required.
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Coordinate with colleagues to ensure applications and provider forms are completed and clients are kept informed throughout the process.
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Collaborate with other professional advisers (e.g., solicitors, accountants) to implement agreed action plans.
Requirements
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Diploma in Financial Planning (or equivalent); willingness to maintain compliance and regulatory knowledge.
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Minimum of four years’ industry experience preferred.
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Strong administrative, research, report writing, and communication skills.
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Excellent analytical skills with a structured and organised working approach.
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Commitment to ongoing professional development and maintaining CPD requirements.
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Chartered Financial Planner status preferable, or willingness to work towards it.