Junior Paraplanner - £32,000 - £36,000 - Hybrid

Job Title: Junior Paraplanner
Location: Bromsgrove, Worcestershire (Hybrid - 3 days in office)
Salary: £32,000 - £36,000 per annum
Job Type: Full-Time | Permanent

Kickstart Your Financial Services Career as a Junior Paraplanner
Are you a motivated individual with paraplanning or financial planning experience looking to take the next step in your career? A highly regarded and growing financial planning firm in Bromsgrove is looking to add a Junior Paraplanner to their dynamic Technical Research team. This hybrid role offers excellent training and development opportunities, along with a clear path to progression.

As a Junior Paraplanner, you will support senior paraplanners and financial advisers in delivering high-quality financial advice to clients. You’ll gain hands-on experience preparing suitability reports, conducting product research, and supporting financial planning strategies across pensions, investments, protection, and tax planning.

• Assist in preparing client reports and personalised financial plans

• Conduct product and provider research using industry tools

• Support advisers in gathering information and progressing cases

• Accurately maintain client files and records using internal systems

• Learn to carry out tax, pension, and investment calculations

• Collaborate with the wider paraplanning team to ensure compliance and consistency

• Contribute to process improvement and best practice development

• Previous experience in an financial planning administrator role within an IFA, wealth management, or financial advisory firm

• Strong communication and organisational skills

• Keen interest in personal finance, tax planning, and investment strategies

• Good working knowledge of Microsoft Office and ideally exposure to financial planning software (e.g., Voyant, FE Analytics, or similar)

• Enthusiasm to develop into a fully qualified paraplanner

• Hybrid working model - 3 days in the Bromsgrove office

• Competitive base salary with annual performance bonus

• Generous holiday allowance including birthday off and flexible buy/sell scheme

• Royal London pension scheme and death-in-service benefit

• Health cashback plan and discounts on fitness and retail

• Annual company events and team socials

• Tailored training and support toward Chartered status and long-term career growth

This is a perfect opportunity for someone with strong attention to detail and a passion for financial planning to join a supportive, forward-thinking firm and build a rewarding career as a paraplanner.

If you’re looking to grow in a collaborative team environment with structured development, apply now to take your next step as a Junior Paraplanner in Bromsgrove.