Paraplanner
Location: Lichfield (open to hybrid/remote working after onboarding)
Package: £50,000 basic + £10,000 bonus (c.£60,000 package)
My client is a rapidly growing international wealth management business building a high-performing UK paraplanning function around quality, consistency and technology. The business supports both UK and internationally mobile clients and is investing heavily in systems that reduce lower-value administration so technical professionals can spend more time on analysis, strategy and adviser partnership. This opportunity is designed for an experienced Level 4 Paraplanner who wants strong technical exposure, remote flexibility and a credible route into advice.
The Role
- Work in a close support pod alongside Financial Advisers and Administrators, taking ownership of the technical planning work behind client recommendations.
- Analyse fact finds, objectives, existing arrangements and client circumstances to identify planning considerations, information gaps and suitable strategies.
- Prepare clear, compliant and client-friendly suitability reports, financial planning documentation and supporting research.
- Provide technical support across pensions and retirement planning, including defined benefit and defined contribution knowledge, drawdown, investments, tax-aware structuring and inheritance / estate planning considerations.
- Use cashflow modelling and digital planning tools to test scenarios, illustrate outcomes and strengthen the planning conversation.
- Work collaboratively with advisers, compliance and specialist teams on more complex cases, including clients with cross-border or expatriate circumstances.
- Contribute to improving templates, processes and technology as the UK paraplanning function continues to scale.
About You
- Level 4 Diploma qualified as a minimum.
- Around 4+ years of genuine UK paraplanning / technical financial planning experience.
- Strong knowledge of retirement planning, drawdown, DB and DC pensions, investments, inheritance planning and cashflow modelling.
- Excellent written skills, technical judgement and attention to detail, with the confidence to challenge or refine an adviser strategy where appropriate.
- Experience with international / expatriate clients, QROPS or cross-border planning would be highly attractive but is not essential.
- Ambitious, collaborative and comfortable working in a fast-paced business that is growing quickly and continuing to modernise its advice process.
Package & Progression
- £50,000 basic salary plus a £10,000 performance bonus, giving a target package of approximately £60,000.
- Full support for further professional qualifications and technical development.
- A clear progression route into Financial Advice / client servicing for those who want to move beyond Paraplanning.
- Exposure to a modern, technology-enabled advice platform and a client base that includes complex UK and internationally mobile wealth.
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Paraplanner in Lichfield employer: James & Partners
Join a thriving family-owned estate agency in Peckham, where you will be part of a supportive and dynamic team dedicated to delivering exceptional service in the New Homes sector. With a strong focus on employee development, you will benefit from comprehensive training, guaranteed commission, and exciting overseas incentive trips, all while enjoying a competitive salary and the perks of a company car. This is not just a job; it's an opportunity to grow your career in a reputable firm that values its employees and fosters a positive work culture.
