Technical Paraplanner jobs in West Midlands

You willbe providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing.

You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products.

You will play a central role in shaping bespoke financial plans across complex areas including investments, pensions, tax planning, estate planning and IHT mitigation. Key Responsibilities Produce detailed, compliant suitability reports for high-net-worth clients Conduct comprehensive technical research across pensions, investments and tax planning

Job description Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? This is an exciting opportunity to join a forward-thinking wealth management firm where your technical expertise will directly support Advisers in helping clients achieve their financial goals. As a Paraplanner, you'll play a key role in analysing client objectives and...

Paraplanner Sutton Coldfield- Hybrid BCR/AK/31848 £37,000-42,000 Bell Cornwall Recruitment’s client is an outsourced paraplanning business, who provide paraplanning services to clients in the wealth management industry. Their clients range from sole trading IFAs to larger IFA Practices who either use their parapanning services exclusively or on occasion rely on their support for excess work...

ParaplannerRef: BCR/JP/31848bSalary: £30,000 - £40,000 (Dependent on Experience)Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.Paraplanner responsibilities:Prepare compliant suitability reports across pensions, investments,...

Paraplanner - Birmingham Our client is looking for a talented Paraplanner to join their team based in Birmingham, to help provide quality and accurate administrative and research support for both clients and advisers. Our client offers hybrid working from their Birmingham office, with a competitive salary on offer. Key Responsibilities: - To support Advisers and their clients in all parts of...

You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills.

Job Description Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative...

Job Description Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases, and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and consistency, we’d...

Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the RoleThis position focuses on reviewing high-risk advice cases before they are presented to clients. Youll carefully assess each case, ensuring...

Location Birmingham Salary £35000 - £42000 TypePermanent WorkplaceHybrid Ref86362 Recruiter Managing This Role Paraplanner Birmingham Up to £40,000 Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you! We are working with a rapidly growing financial...

Experienced Financial Advisory Paraplanner| Birmingham | Up to £40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to £40,000 Depending on Experience Ref: JC/BCR/31848c Looking for a Financial Advisory Paraplanner 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...

Job description My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long...

Financial Adviser - Berkswell Our client is looking to welcome a Financial Adviser into their team in Berkswell, to advise clients as appropriate to their circumstances and objectives. This position can be either employed or self-employed, with a client bank provided by the practice. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business...

You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain existing business with current clients, whilst also helping to grow the business and bring new clients on board.

Job description About the role We are a chartered financial planning and employee benefits practice, directly regulated by the FCA, with a reputation for delivering clear, personal and professional advice. As our business continues to grow, we are now seeking a Junior Financial Adviser to join our team and build a long-term career in holistic financial planning. This is an ideal opportunity for...

You will be joining an established team of advisers and benefit from excellent paraplanning support, clear career progression pathways, and a market-leading remuneration structure.