Eden Rose
Paraplanner
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Paraplanner – Birmingham
Location: Birmingham
Salary: Competitive, depending on experience
About the Company
We are working with a well-established and highly respected financial planning firm supporting over 1,000 clients, including families, pension funds, trusts and charities.
The business has a strong focus on its local community, supporting a range of charities and good causes. It prides itself on building long-term client relationships based on transparency, trust and delivering high-quality financial planning advice.
The Role
We are looking for an experienced Paraplanner to join the Financial Planning team and play a key role in delivering high-quality, fully compliant financial advice.
This is an excellent opportunity for a technically strong Paraplanner to gain further exposure to holistic financial planning, working closely with experienced Financial Advisers while continuing to develop their technical knowledge across a broad range of planning areas.
Key Responsibilities
- Analyse clients' financial circumstances and requirements.
- Develop and maintain detailed cash flow models.
- Research and construct appropriate financial planning solutions.
- Support advice across investments, retirement planning, long-term care, tax and inheritance planning.
- Prepare suitability reports, recommendations, letters and other client documentation.
- Maintain accurate client files and ensure IT records are kept up to date.
- Support ongoing client reviews, including updating cash flow models and investment performance reports.
- Liaise with administrators and other colleagues to ensure the advice process runs smoothly.
- Communicate with clients by telephone, email, letter and face-to-face meetings where required.
- Present solutions and recommendations to clients when appropriate.
- Coordinate applications and provider paperwork, ensuring clients are kept informed throughout the process.
- Work alongside professional connections, including solicitors and accountants, to help implement agreed client action plans.
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The Successful Candidate
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The successful candidate will ideally have:
- A Diploma in Financial Planning or equivalent qualification.
- At least four years' experience within the financial services industry, ideally in a Paraplanning or technical role.
- Strong technical knowledge and an understanding of financial planning and regulatory requirements.
- Excellent report writing, research and administrative skills.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
- A structured, organised and detail-focused approach to work.
- A commitment to ongoing professional development and maintaining CPD requirements.
- Chartered Financial Planner status is desirable, or a willingness to work towards Chartered status.
If you're an experienced Paraplanner looking for an opportunity to develop your technical skills and work within an established, client-focused financial planning business in Birmingham, we'd love to hear from you.
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