Paraplanner in Birmingham - NJR Recruitment

Paraplanner

Birmingham | Hybrid

Competitive Salary (Depending on Experience)

Full-Time | Fixed Term Contract ( 12-month maternity)

NJR Recruitment is delighted to be representing a highly reputable and expanding wealth management firm that is seeking an experienced Paraplanner to join its professional and collaborative team. This is an exciting opportunity to be part of a business that places strong emphasis on client care, compliance excellence, and continuous improvement. Working alongside a dedicated group of Financial Advisers and Administrators, you’ll play a key role in delivering a high-quality and efficient paraplanning service to clients across the UK.

The Role

As a Paraplanner, you’ll provide technical research and report-writing support to advisers, ensuring recommendations are well-researched, compliant, and tailored to clients’ needs. You’ll take ownership of the end-to-end paraplanning process and act as a key point of contact between advisers, compliance, and administration teams.

Key Responsibilities:

• Review fact finds, client notes, and risk profiling questionnaires to assess client objectives.
• Conduct detailed research and analysis including:
• Fund and product comparisons
• Charges analysis
• Taxation implications (IHT, CGT, LTA, etc.)
• Compile and draft clear, compliant suitability reports.
• Work collaboratively with advisers to refine recommendations.
• Liaise with compliance, administration, and tax teams to ensure all cases progress smoothly.
• Monitor case progress through Intelligent Office and report on status updates.
• Uphold Treating Customers Fairly (TCF) and Consumer Duty principles in all client work.
• Contribute to ongoing process improvements and best practice sharing across the team.

Experience & Skills Required

• Level 4 Diploma in Regulated Financial Planning (or equivalent qualification).
• Proven end-to-end paraplanning experience in a financial advice environment.
• Proficiency with research and financial planning tools, ideally including:
• Selectapension, FE Analytics, Dynamic Planner, Voyant, Assureweb, or similar.
• Strong knowledge of investments, pensions, and protection products.
• Excellent written and verbal communication skills.
• High level of attention to detail and ability to manage multiple priorities.
• Strong understanding of FCA compliance, TCF, and Consumer Duty principles.
• Proficient with Microsoft Office and back-office systems such as Intelligent Office.

What’s on Offer

• Competitive salary commensurate with experience.
• Flexible hybrid or remote working options.
• Full study and exam support towards further professional qualifications.
• Supportive, collaborative working environment with ongoing development opportunities.
• Opportunity to work with a reputable, client-focused financial planning business that values its people and promotes professional excellence.

If you’re a detail-driven and technically strong Paraplanner looking to progress your career within a professional, ethical, and supportive business, we’d love to hear from you.

Apply today via NJR Recruitment quoting Ref: NJR16193