Junior Paraplanner - #2078245

Junior Paraplanner

Location: Sutton Coldfield

Salary: £30,000 – £35,000

Working Pattern: Hybrid after initial 4-week training period (3 days office / 2 days from home)

Benefits: Competitive benefits package

Progression: Clear long-term development opportunities

Overview

An excellent opportunity for a Junior Paraplanner to join a growing financial planning support team in Sutton Coldfield.

This role would suit someone with previous experience within financial services who has gained some exposure to paraplanning and is looking to develop their technical knowledge and career further within a supportive environment.

Working closely with experienced Paraplanners, you will support the preparation of financial planning recommendations and client documentation across pensions, investments and protection cases.

Key Responsibilities

• Assist with the preparation of suitability reports and financial planning documentation
• Conduct research across pensions, investments and financial products
• Support Paraplanners and Advisers with client case preparation
• Liaise with providers and third parties for information gathering
• Maintain accurate and compliant client records
• Track ongoing cases and support work through to completion
• Ensure all work meets regulatory and internal standards

What’s on Offer

• Salary between £30,000 – £35,000
• Hybrid working after the initial training period
• Competitive benefits package
• Strong training and mentoring support
• Exposure to a wide range of financial planning cases
• Clear progression opportunities within paraplanning and technical support
• Supportive and collaborative team environment