Junior Paraplanner – Birmingham

Salary: Up to £36,000

Benefits: Hybrid working (1 day in office if preferred), Study support, 25 days annual leave plus your birthday off, Hybrid working arrangements following completion of probation, Death in service cover at 4x salary, Workplace pension scheme.

About the Company

An established IFA practice with offices in London and the Midlands, providing holistic financial planning and discretionary investment services across private client wealth.

Role Summary

If you are a senior financial planning administrator or early-career paraplanner looking to step up your technical expertise, this role offers structured one-to-one mentoring from a Senior Paraplanner and clear progression into complex case handling.

Key Responsibilities

• Interpret adviser instructions and conduct technical research across platform and investment propositions, deepening your product knowledge across pensions, investments, and estate planning.
• Construct comprehensive suitability reports and client-facing illustrations, sharpening your technical drafting skills and giving you end-to-end ownership of case analysis.
• Utilise cashflow modelling and risk-profiling software on client cases, building practical expertise in modern technical planning tools under senior guidance.
• Collaborate directly with financial advisers to structure bespoke solutions for private clients, expanding your exposure to advisory strategy and complex client scenarios.

Requirements

• Previous paraplanning or technical administration experience within an IFA or wealth management environment.
• Strong written communication and analytical skills, with practical experience drafting or preparing suitability documentation.
• Familiarity with financial planning back-office systems, research platforms, and cashflow modelling tools.
• Commitment to professional development, with progress towards the Diploma in Regulated Financial Planning or equivalent preferred.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Trainee Paraplanner, Paraplanner, Technical Financial Planning Administrator, Senior Financial Planning Administrator, Associate Paraplanner

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.