Qualified Paraplanner

Qualified Paraplanner

Location: Edgbaston

Salary: Up to £45,000 (dependent on experience)

Role Purpose

An excellent opportunity has arisen for an experienced Paraplanner to join a professional and client-focused financial planning team in Edgbaston.

You will work closely with Financial Planners to deliver compliant, high-quality advice, ensuring clients receive clear, well-researched and professionally prepared suitability reports and recommendations.

This role is ideal for a technically strong paraplanner who enjoys research, report writing, and contributing to robust compliance and due diligence processes.

Key Responsibilities

• Work closely with Financial Planners to understand client objectives and planning needs
• Assist in gathering information and supporting administrators to ensure comprehensive client data is obtained
• Identify planning opportunities and research appropriate solutions, including tax calculations where required
• Ensure all information aligns with 'Know Your Client' (KYC) principles and internal policies
• Prepare detailed suitability reports and recommendations for Financial Planner approval
• Ensure all compliance documentation is complete prior to presentation of advice
• Obtain client declarations and signed authorisations before any transaction takes place
• Conduct fund research and analysis using tools such as FE Analytics
• Produce pension switch analysis using Selectapension
• Prepare cashflow reports using Conquest
• Maintain suitability report templates in line with regulatory and tax year changes
• Maintain a due diligence library covering funds, providers and platforms
• Prepare monthly cumulative return tables for Financial Planners and Team Leaders

Knowledge & Experience

• Minimum 2 years' experience in a Paraplanning role within an IFA firm
• DipPFS qualified or equivalent Level 4 qualification
• Strong understanding of the full financial planning process
• Experience across a broad range of financial products
• Confident using financial planning and research software
• Strong attention to detail and commitment to compliance

Key Competencies

• High-quality service delivery
• Strong client communication skills
• Team collaboration
• Excellent planning and prioritisation
• Ability to work independently and achieve agreed outcomes
• Integrity, honesty and professionalism
• Adaptable and enthusiastic approach
• Reliable and dependable

Benefits include:

• 3% employer pension contribution (salary sacrifice available)
• 23 days annual leave plus Bank Holidays (increasing to 25 days with service)
• 4x salary Group Life cover
• Income Protection
• Company Sick Pay
• Employee Assistance Programme
• Financial wellbeing support

( Available following successful completion of probation.)

Apply today via NJR Recruitment or call quoting the reference NJR16505

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.