Paraplanner - #2098365

Paraplanner

Birmingham

Salary up to £50,000 + Excellent Benefits

NJR Recruitment is delighted to be working in partnership with a highly respected boutique wealth management firm based in Birmingham to recruit an experienced Paraplanner.

This is an outstanding opportunity to join a close-knit, professional team that prides itself on delivering bespoke financial planning advice to a loyal portfolio of high-net-worth individuals and families. The business has built an excellent reputation through its personalised approach, long-standing client relationships and unwavering commitment to exceptional service.

As a smaller, boutique practice, every member of the team plays an integral role in the success of the business. You'll enjoy working within a genuinely supportive, family-oriented culture where collaboration, trust and professional development are highly valued. The firm believes in investing in its people, offering ongoing training, career progression and the opportunity to make a real impact.

The Opportunity

Working closely with experienced Financial Advisers, you will provide high-quality technical research, report writing and paraplanning support throughout the financial planning journey. Your expertise will help deliver tailored financial planning solutions that meet the complex needs of high-net-worth clients while ensuring the highest standards of accuracy, compliance and client care.

This is a varied and rewarding role that offers exposure to sophisticated financial planning cases, making it an excellent opportunity for someone looking to further develop their technical knowledge within a respected wealth management practice.

Key Responsibilities

• Prepare detailed and compliant suitability reports for Financial Advisers
• Conduct technical research across pensions, investments, protection and wider financial planning solutions
• Support Advisers throughout the end-to-end advice process
• Liaise professionally with clients, providers and third parties, delivering an outstanding client experience
• Produce accurate and compliant documentation within agreed service standards
• Maintain detailed client records using Intelligent Office (or a similar back-office system)
• Keep up to date with industry legislation, products and regulatory developments
• Assist with developing and improving internal processes and business efficiencies
• Effectively prioritise and manage your workload while maintaining exceptional attention to detail

About You

We're looking for an experienced Paraplanner who enjoys building strong relationships and takes pride in delivering first-class technical support.

You'll ideally have:

• At least three years' experience within an IFA or Wealth Management environment
• Previous paraplanning or senior financial planning administration experience
• Progress towards the Level 4 Diploma in Financial Planning (or equivalent)
• Strong technical knowledge of pensions, investments and financial planning products
• Experience using Intelligent Office or similar financial planning software
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities
• Exceptional organisational skills and attention to detail
• A proactive, personable and client-focused approach
• A genuine desire to work as part of a collaborative, close-knit team

What's on Offer?

• Competitive salary and attractive benefits package
• The opportunity to join a highly regarded boutique wealth management firm
• Exposure to complex, high-net-worth client cases
• A genuinely supportive, family-oriented working environment where your contribution is recognised and valued
• Ongoing professional development and full support towards completing the Level 4 Diploma and further qualifications
• Long-term career progression within a stable and growing business that promotes from within

If you're an experienced Paraplanner looking to join a business where quality of advice, client relationships and employee wellbeing are equally important, this is an opportunity not to be missed.

Apply today through NJR Recruitment or contact us for a confidential discussion quoting reference NJR16812