Paraplanner

Paraplanner Location: Birmingham (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 ..... full job details .....