Paraplanner

Paraplanner | Bromsgrove| Hybrid (3 Days in Office) | Up to £55K

Are you a Diploma-qualified Paraplanner looking for your next career move? We are working with a well-established and growing financial planning firm in Bromsgrove that is expanding due to business growth and acquisitions. This is a fantastic opportunity to join a forward-thinking firm that values its people and offers genuine career progression.

The Role

As a Paraplanner, you will provide high-quality technical support to Financial Planners, conducting in-depth research, preparing suitability reports, and ensuring compliance with regulatory requirements. This role requires a strong attention to detail, analytical thinking, and the ability to work collaboratively within a professional team.

What We’re Looking For

• Diploma in Financial Planning (Level 4) – essential
• Minimum of two years’ experience in a Paraplanning or technical support role
• Strong knowledge of investment, retirement, and protection products
• Excellent report writing and analytical skills
• Ability to work effectively within a fast-paced environment
• What’s on Offer
• Hybrid working – three days in the office, two from home
• Career progression opportunities within a growing firm
• A supportive and collaborative working environment
  
  

This is a fantastic opportunity to join a well-respected firm that values technical expertise and professional development. If you’re a motivated Paraplanner looking to take the next step in your career, apply now or get in touch for more details.