At a Glance
- Tasks: Manage client cases and support advisers with financial planning analysis and report writing.
- Company: A modern financial services business known for its collaborative culture and technical expertise.
- Benefits: Hybrid working, flexible hours, career progression, and a top-notch wellness package.
- Other info: Great opportunities for growth into senior roles within a dynamic environment.
- Why this job: Join a supportive team and work on complex financial planning cases that make a difference.
- Qualifications: Diploma in Regulated Financial Planning and 3 years of paraplanning experience required.
The predicted salary is between 40000 - 50000 £ per year.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
Working Pattern: 3 Days Office / 2 Days Remote Full-Time | Flexible Working
My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment.
The Role
In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including:
- Pensions and retirement planning
- Investment planning
- Protection planning
- Inheritance tax and estate planning
- Pension transfers
- Cashflow modelling
This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases.
Key Responsibilities
- Managing client cases from fact-find analysis through to suitability report completion
- Drafting detailed suitability reports across a range of financial advice areas
- Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo
- Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb
- Working within Intelliflo CRM to manage and track client cases
- Ensuring files meet compliance and regulatory standards
- Liaising with advisers and administrators to ensure smooth case progression
- Supporting and mentoring junior members of the team where appropriate
- Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell
About You
To be successful in this role, you will have:
- Diploma in Regulated Financial Planning (essential)
- Minimum 3 years' paraplanning experience
- Experience working within an independent financial advice environment (preferred)
- Strong technical knowledge across pensions, investments, and retirement planning
- Confidence managing complex financial planning cases
- Excellent organisational skills and attention to detail
- A proactive and collaborative approach to working with advisers and colleagues
What's on Offer
- Hybrid working – 3 days in the office / 2 days remote
- Flexible working hours
- Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader)
- Exposure to complex and varied financial planning cases
- A supportive and collaborative working culture
- A modern business that values technical excellence without unnecessary hierarchy
- Market-leading wellness package
How To Apply
Apply today by sending a copy of your most recent CV for a confidential conversation about this opportunity.
Paraplanner in Birmingham employer: My Key Recruitment
Join a dynamic and innovative financial services firm that prioritises employee growth and well-being. With a flexible hybrid working model, a supportive culture, and genuine opportunities for career advancement, this company is dedicated to fostering a collaborative environment where your technical expertise can shine. Experience a rewarding career as a Paraplanner, managing diverse financial planning cases while benefiting from a market-leading wellness package.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role requires strong analytical skills and attention to detail, be ready to discuss your experience with pensions, investments, and cashflow modelling. Show them you’re the expert they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for opportunities that match your skills and career goals. We’re all about supporting your growth in a collaborative environment!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Birmingham
Some tips for your application 🫡
Read the Job Description Carefully:Before you start your application, take a good look at the job description. We want to see that you understand what we're looking for in a Paraplanner, so make sure you highlight your relevant experience and skills that match our needs.
Tailor Your CV:Don’t just send us a generic CV! Customise it to showcase your paraplanning experience, especially in areas like pensions and investment planning. We love seeing how your background aligns with our requirements, so make it personal!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about paraplanning and how you can contribute to our team. Keep it concise but engaging – we want to feel your enthusiasm!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our modern and supportive organisation!
How to prepare for a job interview at My Key Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and retirement planning. Be ready to discuss specific cases you've worked on and how you approached them.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical skills during the interview. You might be asked to solve a hypothetical case or explain your process for drafting suitability reports. Practice articulating your thought process clearly.
✨Familiarise Yourself with Tools
Get comfortable with the tools mentioned in the job description, like Voyant and Intelliflo. If you have experience with these platforms, be ready to share how you've used them effectively in your previous roles.
✨Emphasise Collaboration
This role involves working closely with advisers and mentoring junior team members. Be prepared to discuss examples of how you've successfully collaborated in the past and how you approach teamwork.
